HighTower Advisors’s Special Opportunities Fund SPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-13,374
| Closed | -$179K | – | 3637 |
|
|
2024
Q3 | $179K | Buy |
13,374
+594
| +5% | +$7.95K | ﹤0.01% | 3159 |
|
|
2024
Q2 | $153K | Buy |
12,780
+1,439
| +13% | +$17.2K | ﹤0.01% | 3079 |
|
|
2024
Q1 | $131K | Sell |
11,341
-712
| -6% | -$8.22K | ﹤0.01% | 3060 |
|
|
2023
Q4 | $130K | Sell |
12,053
-4,730
| -28% | -$51K | ﹤0.01% | 3105 |
|
|
2023
Q3 | $170K | Buy |
+16,783
| New | +$170K | ﹤0.01% | 2949 |
|