Circle Wealth Management’s Saba Closed-End Funds ETF CEFS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$421K Hold
2024
Q4
$423K Hold
2024
Q3
$439K Hold
2024
Q2
$420K Hold
2024
Q1
$408K Hold
2023
Q4
$375K Hold
2023
Q3
$346K Hold
2023
Q2
$364K Hold
2023
Q1
$361K Hold
2022
Q4
$341K Hold
2022
Q3
$329K Hold
2022
Q2
$340K Hold
2022
Q1
$389K Buy
2021
Q4
$326K Buy
2021
Q3
$293K Buy