AW
SPE

Atlas Wealth’s Special Opportunities Fund SPE Stock Holding History

Atlas Wealth’s Portfolio SPE Stock Details SPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-10,371
Closed -$138K – 143
2024
Q2 		$138K Buy
+10,371
New +$138K 0.02% 200
2023
Q4 		– Sell
-13,435
Closed -$147K – 131
2023
Q3 		$147K Buy
13,435
+642
+5% +$7.02K 0.03% 180
2023
Q2 		$147K Buy
+12,793
New +$147K 0.03% 183