Spire Wealth Management’s Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust GBAB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $865 | Sell |
58
-2,057
| -97% | -$30.7K | ﹤0.01% | 2304 |
|
|
2025
Q1 | $32.9K | Buy |
2,115
+2,000
| +1,739% | +$31.1K | ﹤0.01% | 1437 |
|
|
2024
Q4 | $1.75K | Sell |
115
-2,000
| -95% | -$30.4K | ﹤0.01% | 2279 |
|
|
2024
Q3 | $37.2K | Buy |
2,115
+225
| +12% | +$3.96K | ﹤0.01% | 1229 |
|
|
2024
Q2 | $30.1K | Sell |
1,890
-2,000
| -51% | -$31.8K | ﹤0.01% | 1285 |
|
|
2024
Q1 | $63.2K | Buy |
3,890
+2,000
| +106% | +$32.5K | ﹤0.01% | 1136 |
|
|
2023
Q4 | $30.4K | Sell |
1,890
-1,500
| -44% | -$24.1K | ﹤0.01% | 1375 |
|
|
2023
Q3 | $52.7K | Hold |
3,390
| – | – | ﹤0.01% | 1163 |
|
|
2023
Q2 | $55.3K | Hold |
3,390
| – | – | ﹤0.01% | 1159 |
|
|
2023
Q1 | $57.8K | Hold |
3,390
| – | – | ﹤0.01% | 1140 |
|
|
2022
Q4 | $55K | Sell |
3,390
-650
| -16% | -$10.5K | ﹤0.01% | 950 |
|
|
2022
Q3 | $62K | Buy |
4,040
+115
| +3% | +$1.77K | ﹤0.01% | 872 |
|
|
2022
Q2 | $70K | Sell |
3,925
-4,150
| -51% | -$74K | ﹤0.01% | 1166 |
|
|
2022
Q1 | $161K | Sell |
8,075
-2,975
| -27% | -$59.3K | ﹤0.01% | 975 |
|
|
2021
Q4 | $262K | Sell |
11,050
-4,430
| -29% | -$105K | 0.01% | 968 |
|
|
2021
Q3 | $379K | Buy |
15,480
+3,000
| +24% | +$73.5K | 0.01% | 680 |
|
|
2021
Q2 | $308K | Sell |
12,480
-500
| -4% | -$12.3K | 0.01% | 765 |
|
|
2021
Q1 | $304K | Buy |
+12,980
| New | +$304K | 0.01% | 858 |
|