Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 8 buys in history.
Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| ArrowMark Financial Corp. | 7,209 | reported | 14 Mar 2025 | tx 11+7,200 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 14 Mar 2025 | PURCHASE | ArrowMark Financial Corp. | 1,150 | 21.04 USD | |
| 07 Mar 2025 | PURCHASE | ArrowMark Financial Corp. | 1,000 | 21.20 USD | |
| 11 Jul 2024 | PURCHASE | ArrowMark Financial Corp. | 650 | 18.81 USD | first after silence |
| 05 May 2023 | PURCHASE | ArrowMark Financial Corp. | 700 | 15.79 USD | |
| 16 Mar 2023 | PURCHASE | ArrowMark Financial Corp. | 200 | 17.45 USD | |
| 10 Aug 2022 | PURCHASE | ArrowMark Financial Corp. | 1,000 | 18.49 USD | |
| 30 Mar 2022 | PURCHASE | ArrowMark Financial Corp. | 500 | 21.75 USD | |
| 27 Sept 2021 | PURCHASE | ArrowMark Financial Corp. | 500 | 21.50 USD | first after silence |
| 17 Mar 2020 | PURCHASE | ArrowMark Financial Corp. | 500 | 13.10 USD | |
| 11 Mar 2020 | PURCHASE | ArrowMark Financial Corp. | 500 | 19.00 USD | first after silence |
| 22 May 2015 | PURCHASE | ArrowMark Financial Corp. | 500 | 16.96 USD |
3 purchases reported after at least 12 months of silence — most recent on 11 Jul 2024.