United Capital Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-17,922
| Closed | -$273K | – | 1208 |
|
|
2020
Q1 | $273K | Hold |
17,922
| – | – | ﹤0.01% | 989 |
|
|
2019
Q4 | $324K | Buy |
17,922
+125
| +0.7% | +$2.26K | ﹤0.01% | 1101 |
|
|
2019
Q3 | $344K | Hold |
17,797
| – | – | ﹤0.01% | 1034 |
|
|
2019
Q2 | $364K | Hold |
17,797
| – | – | ﹤0.01% | 1127 |
|
|
2019
Q1 | $350K | Hold |
17,797
| – | – | ﹤0.01% | 1070 |
|
|
2018
Q4 | $325K | Hold |
17,797
| – | – | ﹤0.01% | 1036 |
|
|
2018
Q3 | $374K | Buy |
+17,797
| New | +$374K | ﹤0.01% | 1031 |
|