Financial Architects (New Jersey)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
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|
2018
Q3 | $9K | Hold |
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|
2018
Q2 | $9K | Hold |
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|
2018
Q1 | $9K | Buy |
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|
2017
Q4 | $9K | Hold |
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|
2017
Q3 | $9K | Hold |
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|
2017
Q2 | $9K | Hold |
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|
2017
Q1 | $8K | Buy |
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|
2016
Q4 | $7K | Sell |
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|
2016
Q3 | $20K | Sell |
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|
2016
Q2 | $36K | Hold |
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|
2016
Q1 | $35K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $51K | Hold |
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|
2015
Q1 | $52K | Sell |
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|
2014
Q4 | $156K | Hold |
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|
2014
Q3 | $170K | Buy |
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|
2014
Q2 | $153K | Sell |
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|
2014
Q1 | $207K | Sell |
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|
2013
Q4 | $276K | Buy |
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|
2013
Q3 | $230K | Sell |
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|
2013
Q2 | $253K | Buy |
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