Karpus Investment Management’s AlTi Global ALTI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-32,100
Closed -$323K 381
2022
Q4
$323K Sell
32,100
-600
-2% -$6.04K 0.01% 374
2022
Q3
$324K Hold
32,700
0.01% 440
2022
Q2
$321K Hold
32,700
0.01% 443
2022
Q1
$323K Hold
32,700
0.01% 386
2021
Q4
$323K Hold
32,700
0.01% 332
2021
Q3
$322K Sell
32,700
-16,750
-34% -$165K 0.01% 264
2021
Q2
$478K Buy
+49,450
New +$478K 0.01% 247