Blue Bell Private Wealth Management, LLC Guggenheim Active Allocation Fund Transaction History

Blue Bell Private Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	SELL	$15.15 - $16.65 $9,120 - $10,023	-602 Closed	0 $0
Q2 2024 Aug 05, 2024	SELL	$14.03 - $15.23 $50,508 - $54,828	-3,600 Reduced 85.67%	602 $8,000
Q1 2024 Apr 24, 2024	BUY	$14.12 - $15.03 $28 - $30	2 Added 0.05%	4,202 $61,000
Q4 2023 Jan 25, 2024	BUY	$12.77 - $14.71 $53,634 - $61,782	4,200 New	4,200 $61,000
Q3 2022 Nov 08, 2022	BUY	$12.83 - $15.91 $25,300 - $31,374	1,972 Added 197.2%	2,972 $38,000
Q2 2022 Aug 02, 2022	BUY	$13.82 - $17.68 $13,820 - $17,680	1,000 New	1,000 $14,000

8.45M

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