Steward Partners Investment Advisory, LLC Special Opportunities Fund, Inc. Transaction History

Steward Partners Investment Advisory, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 15, 2023	SELL	$10.96 - $12.28 $60,838 - $68,166	-5,551 Reduced 34.14%	10,707 $122,000
Q2 2022 Aug 04, 2022	SELL	$12.06 - $15.05 $204,814 - $255,594	-16,983 Reduced 51.09%	16,258 $201,000
Q1 2022 May 02, 2022	BUY	$14.04 - $15.6 $346,296 - $384,774	24,665 Added 287.6%	33,241 $499,000
Q3 2021 Nov 12, 2021	BUY	$15.02 - $16.02 $19,315 - $20,601	1,286 Added 17.64%	8,576 $132,000
Q2 2021 Aug 13, 2021	BUY	$14.68 - $15.51 $107,017 - $113,067	7,290 New	7,290 $111,000

3.12M

Ticker SPE
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Special Opportunities Fund, Inc. is a close-ended balanced fund of funds launched and managed by Bulldog Investors, LLC. It invests in close-ended funds investing in public equity and fixed income markets. The fund employs a combination of value, opportunistic and special situations strategies to make its investments. It benchmarks the performan...

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