Semus 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 | $313K | Sell |
21,028
-798
| -4% | -$11.9K | 0.2% | 80 |
|
|
2025
Q1 | $340K | Sell |
21,826
-5,628
| -20% | -$87.6K | 0.24% | 73 |
|
|
2024
Q4 | $419K | Sell |
27,454
-6,932
| -20% | -$106K | 0.28% | 64 |
|
|
2024
Q3 | $542K | Sell |
34,386
-11,160
| -25% | -$176K | 0.38% | 52 |
|
|
2024
Q2 | $679K | Sell |
45,546
-8,562
| -16% | -$128K | 0.52% | 39 |
|
|
2024
Q1 | $775K | Sell |
54,108
-6,328
| -10% | -$90.6K | 0.65% | 33 |
|
|
2023
Q4 | $774K | Sell |
60,436
-1,415
| -2% | -$18.1K | 0.63% | 36 |
|
|
2023
Q3 | $915K | Buy |
61,851
+591
| +1% | +$8.74K | 0.85% | 25 |
|
|
2023
Q2 | $974K | Buy |
61,260
+342
| +0.6% | +$5.44K | 0.89% | 17 |
|
|
2023
Q1 | $985K | Sell |
60,918
-1,943
| -3% | -$31.4K | 1.06% | 16 |
|
|
2022
Q4 | $957K | Buy |
+62,861
| New | +$957K | 1.16% | 16 |
|