Ropes Wealth Advisors’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 |
-17,883
| Closed | -$166K | – | 296 |
|
|
2021
Q3 | $166K | Hold |
17,883
| – | – | 0.03% | 271 |
|
|
2021
Q2 | $154K | Hold |
17,883
| – | – | 0.02% | 264 |
|
|
2021
Q1 | $151K | Hold |
17,883
| – | – | 0.03% | 242 |
|
|
2020
Q4 | $117K | Buy |
+17,883
| New | +$108K | 0.02% | 296 |
|
|
2018
Q1 | – | Sell |
-6,513
| Closed | -$58K | – | 842 |
|
|
2017
Q4 | $58K | Buy |
+6,513
| New | +$56.7K | 0.02% | 333 |
|