Triad Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-24,827
| Closed | -$271K | – | 45 |
|
|
2023
Q3 | $271K | Buy |
24,827
+500
| +2% | +$5.47K | 0.4% | 37 |
|
|
2023
Q2 | $273K | Sell |
24,327
-403
| -2% | -$4.52K | 0.38% | 43 |
|
|
2023
Q1 | $271K | Buy |
24,730
+4,116
| +20% | +$45K | 0.39% | 41 |
|
|
2022
Q4 | $235K | Buy |
20,614
+1,200
| +6% | +$13.7K | 0.37% | 44 |
|
|
2022
Q3 | $215K | Buy |
+19,414
| New | +$215K | 0.37% | 46 |
|