Peak Financial Advisors’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 | $511K | Buy |
63,431
+1,131
| +2% | +$9.12K | 0.26% | 52 |
|
|
2025
Q1 | $483K | Buy |
62,300
+1,121
| +2% | +$8.7K | 0.25% | 58 |
|
|
2024
Q4 | $466K | Buy |
61,179
+31
| +0.1% | +$236 | 0.24% | 58 |
|
|
2024
Q3 | $464K | Buy |
61,148
+3,655
| +6% | +$27.7K | 0.24% | 62 |
|
|
2024
Q2 | $405K | Buy |
57,493
+9,182
| +19% | +$64.6K | 0.23% | 61 |
|
|
2024
Q1 | $352K | Buy |
48,311
+4,386
| +10% | +$32K | 0.21% | 59 |
|
|
2023
Q4 | $339K | Buy |
+43,925
| New | +$339K | 0.23% | 63 |
|