Valeo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-31,239
| Closed | -$462K | – | 655 |
|
|
2023
Q3 | $462K | Hold |
31,239
| – | – | 0.02% | 355 |
|
|
2023
Q2 | $497K | Hold |
31,239
| – | – | 0.02% | 324 |
|
|
2023
Q1 | $505K | Hold |
31,239
| – | – | 0.02% | 337 |
|
|
2022
Q4 | $475K | Hold |
31,239
| – | – | 0.03% | 290 |
|
|
2022
Q3 | $480K | Hold |
31,239
| – | – | 0.03% | 264 |
|
|
2022
Q2 | $503K | Hold |
31,239
| – | – | 0.03% | 248 |
|
|
2022
Q1 | $594K | Hold |
31,239
| – | – | 0.03% | 280 |
|
|
2021
Q4 | $572K | Hold |
31,239
| – | – | 0.03% | 272 |
|
|
2021
Q3 | $598K | Buy |
+31,239
| New | +$598K | 0.03% | 254 |
|