Number of Shares
66,737.00
Current Holdings Value*
$987,050.00
% of Portfolio
0.28%
Total Estimate Gain
$-64,734.89
% of Total Estimate Gain
-6.14%

Cornerstone Retirement Group, Inc.'s Guggenheim Strategic Opportunities Fund Holding Summary

As of 2023-09-30, Cornerstone Retirement Group, Inc. held 66,737.00 shares of Guggenheim Strategic Opportunities Fund(GOF), totaling $987,050.00. This investment constitutes 0.28% of their stock portfolio, and Cornerstone Retirement Group, Inc. now holds 0.06% of the outstanding Guggenheim Strategic Opportunities Fund(GOF) stock.

The initial trade took place in 2023Q3. And since then Cornerstone Retirement Group, Inc. has made 1 purchases of GOF, at an average price of $15.80, for a total of 66,737.00 shares. Based on historical transaction data and GOF's current price of $14.83, Cornerstone Retirement Group, Inc.'s estimated gain on his GOF holdings is $-64,734.89, reflecting a -6.14% gain to date.

Cornerstone Retirement Group, Inc. GOF ($14.83) Holding Chart

Cornerstone Retirement Group, Inc. GOF ($14.83) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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