MARKS GROUP WEALTH MANAGEMENT, INC – Guggenheim Strategic Opportunities Fund Transaction History
MARKS GROUP WEALTH MANAGEMENT, INC portfolio value:
$2.93M
portfolio value
MARKS GROUP WEALTH MANAGEMENT, INC quarter portfolio value change:
-4.54%
quarter
Guggenheim Strategic Opportunities Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -140K | $15.36 | 191.08K | |
| Q2 2022 | share | Increase | +0.47% | 892 shares | -541K | $16.09 | 191.08K |
| Q1 2022 | share | 0.00% | 0 shares | 131K | $19.01 | 190.19K | |
| Q4 2021 | share | Increase | +6.73% | 12K shares | -147K | $18.15 | 190.19K |
| Q3 2021 | share | 0.00% | 0 shares | -451K | $18.8 | 178.19K | |
| Q2 2021 | share | 0.00% | 0 shares | 123K | $20.75 | 178.19K | |
| Q1 2021 | share | 0.00% | 0 shares | 283K | $19.59 | 178.19K | |
| Q4 2020 | share | 0.00% | 0 shares | 321K | $17.63 | 178.19K | |
| Q3 2020 | share | Increase | +48.22% | 57.97K shares | 1.10M | $15.53 | 178.19K |
| Q2 2020 | share | Increase | 0.00% | 120.22K shares | 2.03M | $14.46 | 120.22K |