BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC SPE Holdings History
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC's Special Opportunities Fund Inc Holding Summary
As of 2025-03-31, BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC held 3,056.00 shares of Special Opportunities Fund Inc(SPE), totaling $73,830.00. This investment constitutes 0.01% of their stock portfolio, and BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC now holds 0.03% of the outstanding Special Opportunities Fund Inc(SPE) stock.
The initial trade took place in 2014Q1. And since then BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC has made 19 purchases of SPE, at an average price of $14.02, for a total of 2.17 Mil shares. In addition, there have been 17 sales at an average price of $14.02 for 1.92 Mil shares. Based on historical transaction data and SPE's current price of $15.47, BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC's estimated gain on his SPE holdings is $361,212.49, reflecting a 1.19% gain to date.
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC SPE ($15.47) Holding Chart
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC SPE ($15.47) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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