MW
GUG

Marcum Wealth’s Guggenheim Active Allocation Fund GUG Stock Holding History

Marcum Wealth’s Portfolio GUG Stock Details GUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-25,000
Closed -$499K – 389
2021
Q4 		$499K Buy
+25,000
New +$499K 0.07% 167