WDG
SPE
Wealth Dimensions Group’s Special Opportunities Fund SPE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-10,736
| Closed | -$166K | – | 136 |
|
|
2021
Q4 | $166K | Hold |
10,736
| – | – | 0.08% | 130 |
|
|
2021
Q3 | $165K | Hold |
10,736
| – | – | 0.11% | 129 |
|
|
2021
Q2 | $163K | Hold |
10,736
| – | – | 0.11% | 119 |
|
|
2021
Q1 | $157K | Hold |
10,736
| – | – | 0.12% | 117 |
|
|
2020
Q4 | $151K | Buy |
+10,736
| New | +$151K | 0.13% | 111 |
|