Raymond James Financial Services Advisors’s Gugnheim Eql Wght Enh Eqty In Fd GEQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-20,693
| Closed | -$339K | – | 2521 |
|
|
2016
Q4 | $339K | Buy |
20,693
+506
| +3% | +$8.29K | ﹤0.01% | 1751 |
|
|
2016
Q3 | $340K | Sell |
20,187
-244
| -1% | -$4.11K | ﹤0.01% | 1706 |
|
|
2016
Q2 | $337K | Sell |
20,431
-3,331
| -14% | -$54.9K | ﹤0.01% | 1645 |
|
|
2016
Q1 | $384K | Sell |
23,762
-2,155
| -8% | -$34.8K | ﹤0.01% | 1401 |
|
|
2015
Q4 | $423K | Buy |
25,917
+4,682
| +22% | +$76.4K | 0.01% | 1279 |
|
|
2015
Q3 | $350K | Buy |
+21,235
| New | +$350K | 0.01% | 1186 |
|