Independence Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
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|
2015
Q3 | $533K | Sell |
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|
2015
Q2 | $1.16M | Buy |
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|
2015
Q1 | $947K | Sell |
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|
2014
Q4 | $1.02M | Buy |
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|
2014
Q3 | $421K | Hold |
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|
2014
Q2 | $422K | Hold |
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|
2014
Q1 | $411K | Buy |
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|
2013
Q4 | $281K | Hold |
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|
2013
Q3 | $284K | Hold |
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|
2013
Q2 | $273K | Buy |
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