Marks Group 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 | $2.92M | Hold |
196,262
| – | – | 0.27% | 99 |
|
|
2025
Q1 | $3.06M | Hold |
196,262
| – | – | 0.29% | 96 |
|
|
2024
Q4 | $2.99M | Hold |
196,262
| – | – | 0.3% | 98 |
|
|
2024
Q3 | $3.09M | Buy |
196,262
+416
| +0.2% | +$6.56K | 0.3% | 96 |
|
|
2024
Q2 | $2.92M | Buy |
195,846
+3,653
| +2% | +$54.5K | 0.31% | 94 |
|
|
2024
Q1 | $2.75M | Hold |
192,193
| – | – | 0.29% | 96 |
|
|
2023
Q4 | $2.46M | Hold |
192,193
| – | – | 0.28% | 102 |
|
|
2023
Q3 | $2.84M | Hold |
192,193
| – | – | 0.35% | 94 |
|
|
2023
Q2 | $3.06M | Hold |
192,193
| – | – | 0.36% | 93 |
|
|
2023
Q1 | $3.11M | Sell |
192,193
-2,554
| -1% | -$41.3K | 0.4% | 89 |
|
|
2022
Q4 | $2.96M | Buy |
194,747
+3,660
| +2% | +$55.7K | 0.4% | 88 |
|
|
2022
Q3 | $2.94M | Hold |
191,087
| – | – | 0.45% | 81 |
|
|
2022
Q2 | $3.08M | Buy |
191,087
+892
| +0.5% | +$14.4K | 0.44% | 79 |
|
|
2022
Q1 | $3.62M | Hold |
190,195
| – | – | 0.45% | 82 |
|
|
2021
Q4 | $3.49M | Buy |
190,195
+12,000
| +7% | +$220K | 0.42% | 89 |
|
|
2021
Q3 | $3.41M | Hold |
178,195
| – | – | 0.46% | 79 |
|
|
2021
Q2 | $3.86M | Hold |
178,195
| – | – | 0.53% | 86 |
|
|
2021
Q1 | $3.74M | Hold |
178,195
| – | – | 0.55% | 85 |
|
|
2020
Q4 | $3.46M | Hold |
178,195
| – | – | 0.54% | 85 |
|
|
2020
Q3 | $3.14M | Buy |
178,195
+57,970
| +48% | +$1.02M | 0.57% | 77 |
|
|
2020
Q2 | $2.03M | Buy |
+120,225
| New | +$2.03M | 0.41% | 99 |
|