WWM
SPE

Wagner Wealth Management’s Special Opportunities Fund SPE Stock Holding History

Wagner Wealth Management’s Portfolio SPE Stock Details SPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-2,311
Closed -$36K – 593
2021
Q4 		$36K Sell
2,311
-129
-5% -$2.01K 0.03% 304
2021
Q3 		$39K Hold
2,440
– – 0.03% 274
2021
Q2 		$37K Hold
2,440
– – 0.03% 298
2021
Q1 		$36K Buy
+2,440
New +$36K 0.03% 275