Crewe Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $97K | Hold |
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|
2024
Q2 | $91.2K | Hold |
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|
2024
Q1 | $88.1K | Hold |
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|
2023
Q4 | $82.7K | Hold |
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|
2023
Q3 | $76.2K | Hold |
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|
2023
Q2 | $78.2K | Hold |
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|
2023
Q1 | $76.3K | Hold |
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|
2022
Q4 | $79.5K | Hold |
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|
2022
Q3 | $77K | Hold |
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|
2022
Q2 | $86K | Hold |
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|
2022
Q1 | $105K | Hold |
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|
2021
Q4 | $108K | Hold |
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|
2021
Q3 | $107K | Hold |
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|
2021
Q2 | $106K | Hold |
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|
2021
Q1 | $102K | Hold |
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|
2020
Q4 | $98K | Buy |
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