Mosaic Family Wealth Partners’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 | $3.38M | Buy |
227,244
+9,040
| +4% | +$135K | 0.43% | 33 |
|
|
2025
Q1 | $3.4M | Sell |
218,204
-770
| -0.4% | -$12K | 0.48% | 29 |
|
|
2024
Q4 | $3.34M | Buy |
218,974
+4,093
| +2% | +$62.5K | 0.48% | 30 |
|
|
2024
Q3 | $3.39M | Buy |
214,881
+16,748
| +8% | +$264K | 0.5% | 29 |
|
|
2024
Q2 | $2.95M | Buy |
198,133
+12,457
| +7% | +$186K | 0.48% | 30 |
|
|
2024
Q1 | $2.66M | Buy |
185,676
+3,791
| +2% | +$54.3K | 0.44% | 32 |
|
|
2023
Q4 | $2.33M | Buy |
181,885
+4,702
| +3% | +$60.2K | 0.4% | 35 |
|
|
2023
Q3 | $2.62M | Buy |
177,183
+1,467
| +0.8% | +$21.7K | 0.53% | 28 |
|
|
2023
Q2 | $2.79M | Buy |
175,716
+199
| +0.1% | +$3.16K | 0.55% | 27 |
|
|
2023
Q1 | $2.84M | Buy |
175,517
+10,435
| +6% | +$169K | 0.59% | 24 |
|
|
2022
Q4 | $2.51M | Buy |
+165,082
| New | +$2.51M | 0.71% | 23 |
|