Marks Group Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.5M | Hold |
185,636
| – | – | 0.14% | 144 |
|
2025
Q1 | $1.44M | Hold |
185,636
| – | – | 0.14% | 149 |
|
2024
Q4 | $1.41M | Hold |
185,636
| – | – | 0.14% | 143 |
|
2024
Q3 | $1.41M | Buy |
185,636
+1,380
| +0.7% | +$10.5K | 0.13% | 148 |
|
2024
Q2 | $1.3M | Buy |
184,256
+80,534
| +78% | +$567K | 0.14% | 153 |
|
2024
Q1 | $756K | Buy |
+103,722
| New | +$756K | 0.08% | 189 |
|