Blue Bell Private Wealth Management’s Diversified Real Asset Income Fd DRA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
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|
2017
Q2 | $217K | Buy |
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|
2017
Q1 | $211K | Sell |
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|
2016
Q4 | $230K | Sell |
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|
2016
Q3 | $308K | Sell |
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|
2016
Q2 | $313K | Sell |
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|
2016
Q1 | $325K | Sell |
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|
2015
Q4 | $345K | Sell |
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|
2015
Q3 | $455K | Sell |
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|
2015
Q2 | $511K | Sell |
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|
2015
Q1 | $823K | Sell |
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|
2014
Q4 | $797K | Sell |
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|
2014
Q3 | $898K | Buy |
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