Spire Wealth Management’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 | $145K | Hold |
9,708
| – | – | 0.01% | 853 |
|
|
2025
Q1 | $151K | Hold |
9,708
| – | – | ﹤0.01% | 895 |
|
|
2024
Q4 | $148K | Hold |
9,708
| – | – | ﹤0.01% | 907 |
|
|
2024
Q3 | $153K | Hold |
9,708
| – | – | 0.01% | 796 |
|
|
2024
Q2 | $145K | Hold |
9,708
| – | – | 0.01% | 800 |
|
|
2024
Q1 | $139K | Hold |
9,708
| – | – | ﹤0.01% | 896 |
|
|
2023
Q4 | $127K | Sell |
9,708
-1,074
| -10% | -$14K | ﹤0.01% | 932 |
|
|
2023
Q3 | $159K | Hold |
10,782
| – | – | 0.01% | 781 |
|
|
2023
Q2 | $171K | Sell |
10,782
-984
| -8% | -$15.6K | 0.01% | 773 |
|
|
2023
Q1 | $190K | Buy |
11,766
+8,986
| +323% | +$145K | 0.01% | 738 |
|
|
2022
Q4 | $42K | Sell |
2,780
-3,146
| -53% | -$47.5K | ﹤0.01% | 1042 |
|
|
2022
Q3 | $91K | Hold |
5,926
| – | – | 0.01% | 740 |
|
|
2022
Q2 | $95K | Sell |
5,926
-3,262
| -36% | -$52.3K | ﹤0.01% | 1054 |
|
|
2022
Q1 | $175K | Sell |
9,188
-10,931
| -54% | -$208K | ﹤0.01% | 946 |
|
|
2021
Q4 | $369K | Buy |
+20,119
| New | +$369K | 0.01% | 814 |
|