New Edge Advisors, LLC FLAHERTY & CRUMRINE DYNAMIC Transaction History

New Edge Advisors, LLC

  • $16 Billion
  • Q4 2024
Number of Shares
34,942
Previous 38,479 9.19%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
SELL
N/A
-3,537 Reduced 9.19%
34,942 $0
Q3 2024

Nov 14, 2024
SELL
N/A
-2,055 Reduced 5.07%
38,479 $0
Q2 2024

Aug 15, 2024
SELL
N/A
-870 Reduced 2.1%
40,534 $0
Q1 2024

May 14, 2024
SELL
N/A
-3,147 Reduced 7.06%
41,404 $0
Q4 2023

Feb 13, 2024
BUY
N/A
10,853 Added 32.21%
44,551 $0
Q3 2023

Nov 14, 2023
BUY
N/A
17,698 Added 110.61%
33,698 $0
Q2 2023

Aug 14, 2023
BUY
N/A
1,600 Added 11.11%
16,000 $0
Q1 2023

May 12, 2023
BUY
N/A
4,400 Added 44.0%
14,400 $0
Q4 2022

Feb 14, 2023
BUY
N/A
10,000 New
10,000 $0
Q1 2022

May 13, 2022
SELL
N/A
-8,865 Closed
0 $0
Q4 2021

Feb 17, 2022
BUY
N/A
8,865 New
8,865 $246,000
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