Allen Li
Portfolio Manager at Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust (GBAB)
Purchase track record
Not enough history. Based on 0 purchases with a full 90 days of price history.
—
Avg. 90-day return—
vs. S&P 500—
Beat the market—
Paper profit on buys−$2K
Total bought / sold$23K / $0
Reported trades
| Filed | Stock | Type | Shares | Price | Value | Since |
|---|---|---|---|---|---|---|
| Sep 14SEC | GBABGuggenheim Taxable Municipal Bond & Investment Grade Debt Trust | Buy | 7001,700 held (+70%) | $13.33 | $9K | -5.9% |
| Sep 9SEC | GBABGuggenheim Taxable Municipal Bond & Investment Grade Debt Trust | Buy | 1,000new position | $13.59 | $14K | -7.7% |
- Buy
Portfolio Manager Allen Li bought $9K of GBAB at $13.33 — raises the stake by 70%.
- Buy
Portfolio Manager Allen Li bought $14K of GBAB at $13.59 — first open-market purchase in our records; opens a new position.