Journey Strategic Wealth’s Guggenheim Active Allocation Fund GUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $430K | Hold |
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|
2025
Q2 | $431K | Sell |
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|
2025
Q1 | $445K | Sell |
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|
2024
Q4 | $552K | Sell |
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|
2024
Q3 | $761K | Sell |
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|
2024
Q2 | $1.02M | Buy |
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|
2024
Q1 | $637K | Buy |
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|
2023
Q4 | $569K | Buy |
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|
2023
Q3 | $456K | Buy |
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|
2023
Q2 | $457K | Buy |
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|
2023
Q1 | $189K | Buy |
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|
2022
Q4 | $178K | Buy |
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|
2022
Q3 | $143K | Buy |
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