NewEdge Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.5K | Hold |
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|
2025
Q1 | $32.5K | Hold |
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|
2024
Q4 | $31.6K | Sell |
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|
2024
Q3 | $214K | Buy |
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|
2024
Q2 | $184K | Buy |
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|
2024
Q1 | $142K | Buy |
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|
2023
Q4 | $129K | Buy |
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|
2023
Q3 | $109K | Sell |
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|
2023
Q2 | $176K | Sell |
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|
2023
Q1 | $180K | Buy |
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|
2022
Q4 | $166K | Buy |
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|
2022
Q3 | $151K | Buy |
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|
2022
Q2 | $145K | Buy |
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