TFC Financial Management’s Special Opportunities Fund SPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-164
| Closed | -$3K | – | 579 |
|
|
2021
Q4 | $3K | Hold |
164
| – | – | ﹤0.01% | 442 |
|
|
2021
Q3 | $3K | Hold |
164
| – | – | ﹤0.01% | 430 |
|
|
2021
Q2 | $2K | Hold |
164
| – | – | ﹤0.01% | 468 |
|
|
2021
Q1 | $2K | Hold |
164
| – | – | ﹤0.01% | 458 |
|
|
2020
Q4 | $2K | Sell |
164
-223
| -58% | -$2.72K | ﹤0.01% | 447 |
|
|
2020
Q3 | $5K | Buy |
+387
| New | +$5K | ﹤0.01% | 340 |
|