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

9.36M

Get notified when there are updates to the investment portfolio of Blue Bell Private Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Blue Bell Private Wealth Management, LLC with notifications on news.