Kerntke Otto McGlone Wealth Management Group’s Saba Capital Income & Opportunities Fund BRW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-9,934
| Closed | -$94K | – | 50 |
|
|
2021
Q2 | $94K | Hold |
9,934
| – | – | 0.04% | 135 |
|
|
2021
Q1 | $92K | Hold |
9,934
| – | – | 0.05% | 127 |
|
|
2020
Q4 | $89K | Hold |
9,934
| – | – | 0.05% | 122 |
|
|
2020
Q3 | $88K | Hold |
9,934
| – | – | 0.06% | 110 |
|
|
2020
Q2 | $81K | Hold |
9,934
| – | – | 0.07% | 105 |
|
|
2020
Q1 | $74K | Buy |
9,934
+2,000
| +25% | +$14.9K | 0.08% | 90 |
|
|
2019
Q4 | $79K | Buy |
+7,934
| New | +$79K | 0.07% | 109 |
|