Measured Wealth Private Client Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-21,433
| Closed | -$347K | – | 185 |
|
|
2023
Q1 | $347K | Hold |
21,433
| – | – | 0.13% | 119 |
|
|
2022
Q4 | $326K | Hold |
21,433
| – | – | 0.13% | 108 |
|
|
2022
Q3 | $329K | Hold |
21,433
| – | – | 0.15% | 94 |
|
|
2022
Q2 | $345K | Hold |
21,433
| – | – | 0.15% | 102 |
|
|
2022
Q1 | $407K | Hold |
21,433
| – | – | 0.15% | 83 |
|
|
2021
Q4 | $393K | Buy |
+21,433
| New | +$393K | 0.14% | 93 |
|