Western 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 | $548K | Buy |
36,808
+1,097
| +3% | +$16.3K | 0.03% | 388 |
|
|
2025
Q1 | $556K | Sell |
35,711
-106
| -0.3% | -$1.65K | 0.04% | 358 |
|
|
2024
Q4 | $547K | Sell |
35,817
-1,888
| -5% | -$28.8K | 0.04% | 356 |
|
|
2024
Q3 | $594K | Sell |
37,705
-3,393
| -8% | -$53.5K | 0.03% | 415 |
|
|
2024
Q2 | $613K | Sell |
41,098
-6,903
| -14% | -$103K | 0.05% | 316 |
|
|
2024
Q1 | $687K | Sell |
48,001
-6,283
| -12% | -$90K | 0.05% | 295 |
|
|
2023
Q4 | $695K | Sell |
54,284
-21,151
| -28% | -$271K | 0.05% | 342 |
|
|
2023
Q3 | $1.12M | Buy |
75,435
+527
| +0.7% | +$7.79K | 0.09% | 225 |
|
|
2023
Q2 | $1.19M | Buy |
74,908
+3,317
| +5% | +$52.7K | 0.1% | 209 |
|
|
2023
Q1 | $1.16M | Sell |
71,591
-15,141
| -17% | -$245K | 0.11% | 204 |
|
|
2022
Q4 | $1.32M | Sell |
86,732
-8,629
| -9% | -$131K | 0.13% | 176 |
|
|
2022
Q3 | $1.47M | Buy |
+95,361
| New | +$1.47M | 0.08% | 232 |
|