Blue Bell Private Wealth Management’s Special Opportunities Fund SPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.82M | Buy |
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|
2025
Q1 | $3.69M | Sell |
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|
2024
Q4 | $3.66M | Sell |
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|
2024
Q3 | $3.75M | Buy |
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|
2024
Q2 | $3.39M | Sell |
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|
2024
Q1 | $3.31M | Sell |
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|
2023
Q4 | $3.17M | Buy |
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|
2023
Q3 | $2.9M | Buy |
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|
2023
Q2 | $2.89M | Buy |
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|
2023
Q1 | $2.76M | Buy |
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|
2022
Q4 | $2.57M | Buy |
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|
2022
Q3 | $2.41M | Buy |
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|
2022
Q2 | $2.58M | Buy |
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|
2022
Q1 | $2K | Sell |
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|
2021
Q4 | $4.07M | Sell |
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|
2021
Q3 | $4.27M | Buy |
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|
2021
Q2 | $1.83M | Sell |
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|
2021
Q1 | $3.34M | Sell |
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|
2020
Q4 | $3.63M | Sell |
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|
2020
Q3 | $3.39M | Buy |
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|
2020
Q2 | $2.66M | Buy |
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|
2020
Q1 | $1.65M | Sell |
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|
2019
Q4 | $3.14M | Sell |
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|
2019
Q3 | $3.43M | Sell |
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|
2019
Q2 | $3.65M | Sell |
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|
2019
Q1 | $3.76M | Buy |
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|
2018
Q4 | $3.08M | Buy |
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|
2018
Q3 | $3.88M | Buy |
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|
2018
Q2 | $3.46M | Sell |
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|
2018
Q1 | $3.86M | Sell |
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|
2017
Q4 | $4.01M | Buy |
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|
2017
Q3 | $3.95M | Buy |
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|
2017
Q2 | $3.5M | Buy |
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|
2017
Q1 | $3.17M | Sell |
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|
2016
Q4 | $3.07M | Sell |
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|
2016
Q3 | $4.05M | Sell |
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|
2016
Q2 | $4.04M | Sell |
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|
2016
Q1 | $3.87M | Buy |
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|
2015
Q4 | $3.85M | Sell |
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|
2015
Q3 | $4.21M | Buy |
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|
2015
Q2 | $4.53M | Buy |
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|
2015
Q1 | $4.22M | Buy |
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|
2014
Q4 | $4.13M | Sell |
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|
2014
Q3 | $4.56M | Sell |
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|
2014
Q2 | $4.88M | Buy |
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|
2014
Q1 | $4.39M | Buy |
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|
2013
Q4 | $2.81M | Sell |
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|
2013
Q3 | $3.07M | Buy |
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|
2013
Q2 | $2.92M | Buy |
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