Blue Bell Private Wealth Management’s Latin American Discovery Fund LDF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
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|
2018
Q3 | $52K | Sell |
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|
2018
Q2 | $52K | Sell |
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|
2018
Q1 | $85K | Buy |
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|
2017
Q4 | $53K | Hold |
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|
2017
Q3 | $56K | Sell |
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|
2017
Q2 | $66K | Buy |
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|
2017
Q1 | $53K | Buy |
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|
2016
Q4 | $39K | Buy |
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|
2016
Q3 | $31K | Buy |
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|
2016
Q2 | $25K | Hold |
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|
2016
Q1 | $23K | Sell |
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|
2015
Q4 | $28K | Sell |
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|
2015
Q3 | $54K | Hold |
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|
2015
Q2 | $71K | Buy |
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|
2015
Q1 | $11K | Hold |
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|
2014
Q4 | $13K | Hold |
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|
2014
Q3 | $15K | Buy |
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|
2014
Q2 | $4K | Buy |
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|
2014
Q1 | $0 | Hold |
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|
2013
Q4 | $0 | Buy |
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