Shaker Financial Services’s Special Opportunities Fund, Inc. 3.50% Convertible Preferred Stock, Series B SPE.PRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
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2020
Q3 | $508K | Sell |
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2020
Q2 | $568K | Sell |
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2020
Q1 | $566K | Sell |
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|
2019
Q4 | $657K | Sell |
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|
2019
Q3 | $694K | Hold |
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|
2019
Q2 | $691K | Sell |
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|
2019
Q1 | $839K | Hold |
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|
2018
Q4 | $835K | Sell |
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|
2018
Q3 | $931K | Hold |
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|
2018
Q2 | $931K | Hold |
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|
2018
Q1 | $935K | Hold |
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|
2017
Q4 | $944K | Hold |
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|
2017
Q3 | $934K | Hold |
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|
2017
Q2 | $931K | Hold |
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|
2017
Q1 | $929K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $1.3M | Buy |
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