Measured Wealth Private Client Group’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 |
-40,600
| Closed | -$377K | – | 168 |
|
|
2021
Q3 | $377K | Hold |
40,600
| – | – | 0.15% | 93 |
|
|
2021
Q2 | $350K | Hold |
40,600
| – | – | 0.11% | 119 |
|
|
2021
Q1 | $293K | Hold |
40,600
| – | – | 0.1% | 117 |
|
|
2020
Q4 | $266K | Hold |
40,600
| – | – | 0.11% | 107 |
|
|
2020
Q3 | $221K | Hold |
40,600
| – | – | 0.11% | 119 |
|
|
2020
Q2 | $220K | Hold |
40,600
| – | – | 0.13% | 100 |
|
|
2020
Q1 | $201K | Hold |
40,600
| – | – | 0.16% | 86 |
|
|
2019
Q4 | $327K | Sell |
40,600
-800
| -2% | -$6.33K | 0.22% | 69 |
|
|
2019
Q3 | $323K | Sell |
41,400
-6,000
| -13% | -$47.6K | 0.21% | 75 |
|
|
2019
Q2 | $385K | Buy |
+47,400
| New | +$377K | 0.22% | 95 |
|