U.S. CAPITAL WEALTH ADVISORS, LLC – Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust Transaction History
U.S. CAPITAL WEALTH ADVISORS, LLC portfolio value:
$1.69M
portfolio value
U.S. CAPITAL WEALTH ADVISORS, LLC quarter portfolio value change:
-13.27%
quarter
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +4.83% | 5.06K shares | -170K | $15.42 | 109.94K |
| Q2 2022 | share | 0.00% | 0 shares | -221K | $17.78 | 104.87K | |
| Q1 2022 | share | Decrease | -2.65% | -2.85K shares | -470K | $19.89 | 104.87K |
| Q4 2021 | share | 0.00% | 0 shares | -81K | $23.62 | 107.72K | |
| Q3 2021 | share | Increase | 0.00% | 107.72K shares | 2.63M | $24.22 | 107.72K |