Kingsview Wealth Management’s Guggenheim Enhanced Equity Income Fund GPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-11,144
Closed -$103K 1067
2021
Q3
$103K Hold
11,144
﹤0.01% 820
2021
Q2
$97K Buy
+11,144
New +$92.2K ﹤0.01% 843

Other funds holding GPM

Kingsview Wealth Management's GPM Position: Q4 2021 in Review

Kingsview Wealth Management sold out of Guggenheim Enhanced Equity Income Fund (GPM) in Q4 2021, closing a stake of 11,144 shares — an estimated $103K sold.

Kingsview Wealth Management first reported a position in GPM in Q2 2021 and held it in 2 quarters. The position peaked at $103K in Q3 2021. 1 fund tracked by Wall St. Rank holds GPM as of Q4 2021.

  • Kingsview Wealth Management reported no remaining Guggenheim Enhanced Equity Income Fund position as of Q4 2021 after selling out during the quarter.
  • Kingsview Wealth Management sold 11,144 Guggenheim Enhanced Equity Income Fund shares in Q4 2021, an estimated $103K.
  • Kingsview Wealth Management first reported a position in Guggenheim Enhanced Equity Income Fund in Q2 2021 and held it in 2 quarters.
  • Kingsview Wealth Management's Guggenheim Enhanced Equity Income Fund position peaked at $103K in Q3 2021.
  • 1 fund tracked by Wall St. Rank held Guggenheim Enhanced Equity Income Fund as of Q4 2021.

Based on Kingsview Wealth Management's 13F filing for Q4 2021, filed 17 Feb 2022.