Wagner 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 | $289K | Hold |
19,403
| – | – | 0.07% | 102 |
|
|
2025
Q1 | $302K | Hold |
19,403
| – | – | 0.08% | 87 |
|
|
2024
Q4 | $296K | Sell |
19,403
-880
| -4% | -$13.4K | 0.08% | 88 |
|
|
2024
Q3 | $320K | Buy |
+20,283
| New | +$320K | 0.09% | 81 |
|
|
2023
Q1 | – | Sell |
-20,731
| Closed | -$316K | – | 225 |
|
|
2022
Q4 | $316K | Sell |
20,731
-1,572
| -7% | -$23.9K | 0.2% | 87 |
|
|
2022
Q3 | $343K | Hold |
22,303
| – | – | 0.25% | 71 |
|
|
2022
Q2 | $359K | Sell |
22,303
-2,043
| -8% | -$32.9K | 0.29% | 67 |
|
|
2022
Q1 | $463K | Sell |
24,346
-29,760
| -55% | -$566K | 0.32% | 72 |
|
|
2021
Q4 | $991K | Buy |
54,106
+260
| +0.5% | +$4.76K | 0.76% | 32 |
|
|
2021
Q3 | $1.03M | Buy |
+53,846
| New | +$1.03M | 0.82% | 32 |
|