IHT Wealth Management’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $164K | Sell |
11,015
-288
| -3% | -$4.29K | ﹤0.01% | 1111 |
|
|
2025
Q1 | $176K | Buy |
11,303
+199
| +2% | +$3.1K | 0.01% | 1049 |
|
|
2024
Q4 | $169K | Buy |
11,104
+231
| +2% | +$3.53K | 0.01% | 1034 |
|
|
2024
Q3 | $171K | Buy |
10,873
+872
| +9% | +$13.7K | ﹤0.01% | 1101 |
|
|
2024
Q2 | $149K | Buy |
+10,001
| New | +$149K | 0.01% | 978 |
|
|
2024
Q1 | – | Sell |
-14,261
| Closed | -$183K | – | 1037 |
|
|
2023
Q4 | $183K | Sell |
14,261
-1,762
| -11% | -$22.6K | 0.01% | 919 |
|
|
2023
Q3 | $237K | Buy |
16,023
+378
| +2% | +$5.59K | 0.01% | 820 |
|
|
2023
Q2 | $249K | Buy |
15,645
+291
| +2% | +$4.63K | 0.01% | 795 |
|
|
2023
Q1 | $248K | Sell |
15,354
-158
| -1% | -$2.56K | 0.01% | 766 |
|
|
2022
Q4 | $236K | Buy |
15,512
+48
| +0.3% | +$731 | 0.01% | 759 |
|
|
2022
Q3 | $238K | Sell |
15,464
-200
| -1% | -$3.08K | 0.02% | 705 |
|
|
2022
Q2 | $252K | Sell |
15,664
-741
| -5% | -$11.9K | 0.02% | 584 |
|
|
2022
Q1 | $312K | Buy |
16,405
+230
| +1% | +$4.37K | 0.02% | 557 |
|
|
2021
Q4 | $296K | Sell |
16,175
-4,913
| -23% | -$89.9K | 0.02% | 618 |
|
|
2021
Q3 | $404K | Buy |
21,088
+109
| +0.5% | +$2.09K | 0.03% | 498 |
|
|
2021
Q2 | $455K | Sell |
20,979
-51
| -0.2% | -$1.11K | 0.03% | 557 |
|
|
2021
Q1 | $441K | Buy |
21,030
+225
| +1% | +$4.72K | 0.03% | 497 |
|
|
2020
Q4 | $404K | Sell |
20,805
-10,033
| -33% | -$195K | 0.03% | 480 |
|
|
2020
Q3 | $543K | Sell |
30,838
-42
| -0.1% | -$740 | 0.05% | 332 |
|
|
2020
Q2 | $522K | Sell |
30,880
-32,179
| -51% | -$544K | 0.07% | 279 |
|
|
2020
Q1 | $962K | Buy |
63,059
+51,033
| +424% | +$779K | 0.14% | 164 |
|
|
2019
Q4 | $218K | Buy |
12,026
+1,212
| +11% | +$22K | 0.03% | 542 |
|
|
2019
Q3 | $209K | Sell |
10,814
-1,252
| -10% | -$24.2K | 0.03% | 541 |
|
|
2019
Q2 | $247K | Buy |
12,066
+205
| +2% | +$4.2K | 0.04% | 445 |
|
|
2019
Q1 | $233K | Buy |
11,861
+1,381
| +13% | +$27.1K | 0.04% | 420 |
|
|
2018
Q4 | $191K | Sell |
10,480
-211
| -2% | -$3.85K | 0.04% | 432 |
|
|
2018
Q3 | $225K | Buy |
+10,691
| New | +$225K | 0.05% | 384 |
|
|
2018
Q2 | – | Sell |
-6,034
| Closed | -$122K | – | 797 |
|
|
2018
Q1 | $122K | Buy |
6,034
+124
| +2% | +$2.51K | 0.03% | 439 |
|
|
2017
Q4 | $129K | Buy |
+5,910
| New | +$129K | 0.03% | 433 |
|