Perennial Investment Advisors’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 | $290K | Buy |
19,489
+3,510
| +22% | +$52.3K | 0.03% | 350 |
|
|
2025
Q1 | $249K | Hold |
15,979
| – | – | 0.03% | 356 |
|
|
2024
Q4 | $244K | Buy |
15,979
+250
| +2% | +$3.82K | 0.03% | 346 |
|
|
2024
Q3 | $248K | Hold |
15,729
| – | – | 0.03% | 321 |
|
|
2024
Q2 | $235K | Buy |
15,729
+4,310
| +38% | +$64.3K | 0.03% | 316 |
|
|
2024
Q1 | $164K | Hold |
11,419
| – | – | 0.02% | 331 |
|
|
2023
Q4 | $146K | Buy |
+11,419
| New | +$146K | 0.02% | 318 |
|