Calton & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
|
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|
2022
Q4 | $241K | Buy |
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|
2022
Q3 | $230K | Buy |
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|
2022
Q2 | $254K | Buy |
|
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|
2022
Q1 | $289K | Sell |
|
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|
2021
Q4 | $330K | Sell |
|
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|
2021
Q3 | $338K | Buy |
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|
2021
Q2 | $169K | Sell |
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|
2021
Q1 | $198K | Buy |
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|
2019
Q2 | – | Sell |
|
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|
2019
Q1 | $144K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $96K | Buy |
|