Dynamic Advisor Solutions’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 | $141K | Sell |
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|
2024
Q2 | $135K | Sell |
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|
2024
Q1 | $133K | Hold |
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|
2023
Q4 | $126K | Hold |
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|
2023
Q3 | $115K | Hold |
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|
2023
Q2 | $118K | Sell |
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|
2023
Q1 | $117K | Hold |
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|
2022
Q4 | $122K | Hold |
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|
2022
Q3 | $118K | Hold |
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|
2022
Q2 | $132K | Sell |
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|
2022
Q1 | $163K | Sell |
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|
2021
Q4 | $173K | Sell |
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|
2021
Q3 | $175K | Hold |
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|
2021
Q2 | $173K | Sell |
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|
2021
Q1 | $276K | Hold |
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|
2020
Q4 | $265K | Sell |
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|
2020
Q3 | $253K | Sell |
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|
2020
Q2 | $266K | Sell |
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|
2020
Q1 | $272K | Buy |
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|
2019
Q4 | $346K | Hold |
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|
2019
Q3 | $334K | Buy |
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|
2019
Q2 | $254K | Buy |
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