Transactions
6
Total transactions associated with this filer
Disclosed purchases
3
$3.0K – $45.0K
Average modeled return
+120.2%
1 modeled purchases
Average vs. S&P 500
+31.3%
Comparable modeled intervals
MODELED PERFORMANCE
Disclosed purchases vs. S&P 500
MARKET ANALYSIS
Modeled purchase performance · Since purchase
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 1 · 6 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| CTECBX | CTECBX Company: Guggenheim Investments
(Chicago, IL) Description: Guggenheim Investments is the global asset management and investment advisory division of Guggenheim Partners | May 4, 2020 | Purchase | $1.0K – $15.0K | Filing ↗ |
| BIF | Boulder Growth & Income Fund, Inc. Company: Boulder Funds
(Denver, CO) Description: mutual fund | May 4, 2020 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| BIF | Boulder Growth & Income Fund, Inc. | May 17, 2019 | Purchase | $1.0K – $15.0K | Filing ↗ |
| GDV | The Gabelli Dividend & Income Trust | May 17, 2019 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| GDV | The Gabelli Dividend & Income Trust | Aug 24, 2018 | Sale (Partial) | $1.0K – $15.0K | Filing ↗ |
| GDV | The Gabelli Dividend & Income Trust | Apr 23, 2018 | Purchase | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|
No annual disclosure is currently associated with this filer.
Modeled market performance is calculated from public disclosure dates and historical market prices. It does not represent verified execution prices, realized investment returns, or investment advice.