WAM
SPE.PRB
Wealthspire Advisors (Maryland)’s Special Opportunities Fund, Inc. 3.50% Convertible Preferred Stock, Series B SPE.PRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-288
| Closed | -$7K | – | 2660 |
|
|
2018
Q1 | $7K | Sell |
288
-280
| -49% | -$6.81K | ﹤0.01% | 1706 |
|
|
2017
Q4 | $15K | Hold |
568
| – | – | ﹤0.01% | 1441 |
|
|
2017
Q3 | $15K | Buy |
+568
| New | +$15K | ﹤0.01% | 1424 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 1412 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 1212 |
|