Commonwealth Equity Services’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
Q3 | $240K | Buy |
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|
2025
Q2 | $215K | Buy |
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|
2025
Q1 | $208K | Buy |
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|
2024
Q4 | $200K | Sell |
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|
2024
Q3 | $192K | Buy |
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|
2024
Q2 | $161K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $151K | Sell |
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|
2015
Q3 | $207K | Sell |
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|
2015
Q2 | $234K | Sell |
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|
2015
Q1 | $239K | Sell |
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|
2014
Q4 | $244K | Sell |
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|
2014
Q3 | $1.01M | Buy |
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|
2014
Q2 | $1.01M | Buy |
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|
2014
Q1 | $932K | Buy |
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|
2013
Q4 | $850K | Buy |
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