Integrated Wealth Concepts’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 | $3.09M | Buy |
207,675
+21,461
| +12% | +$320K | 0.03% | 483 |
|
|
2025
Q1 | $2.9M | Buy |
186,214
+24,568
| +15% | +$383K | 0.03% | 478 |
|
|
2024
Q4 | $2.47M | Buy |
161,646
+15,384
| +11% | +$235K | 0.03% | 493 |
|
|
2024
Q3 | $2.31M | Buy |
146,262
+4,472
| +3% | +$70.5K | 0.03% | 508 |
|
|
2024
Q2 | $2.11M | Sell |
141,790
-2,593
| -2% | -$38.7K | 0.03% | 498 |
|
|
2024
Q1 | $2.07M | Buy |
144,383
+3,564
| +3% | +$51K | 0.03% | 509 |
|
|
2023
Q4 | $1.8M | Buy |
140,819
+1,137
| +0.8% | +$14.6K | 0.03% | 514 |
|
|
2023
Q3 | $2.07M | Buy |
139,682
+26,057
| +23% | +$385K | 0.04% | 441 |
|
|
2023
Q2 | $1.81M | Buy |
113,625
+27,802
| +32% | +$442K | 0.03% | 500 |
|
|
2023
Q1 | $1.39M | Buy |
85,823
+18,795
| +28% | +$304K | 0.03% | 510 |
|
|
2022
Q4 | $1.02M | Buy |
67,028
+14,196
| +27% | +$216K | 0.03% | 467 |
|
|
2022
Q3 | $811K | Buy |
52,832
+24,269
| +85% | +$373K | 0.03% | 466 |
|
|
2022
Q2 | $460K | Buy |
+28,563
| New | +$460K | 0.01% | 625 |
|