Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 13 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 |
|---|---|---|---|---|
| Wildermuth Endowment Strategy Fund | 1,769.24 | reported | 16 Jun 2023 | tx 16+18,013.51 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 17 Mar 2023 | PURCHASE | Wildermuth Endowment Strategy Fund | 4.47 | 12.01 USD | |
| 16 Jun 2023 | PURCHASE | Wildermuth Endowment Strategy Fund | 17.48 | 10.08 USD | |
| 16 Dec 2022 | PURCHASE | Wildermuth Endowment Strategy Fund | 7.84 | 13.12 USD | |
| 16 Sept 2022 | PURCHASE | Wildermuth Endowment Strategy Fund | 6.63 | 13.56 USD | |
| 29 Dec 2022 | PURCHASE | Wildermuth Endowment Strategy Fund | 12.41 | 12.94 USD | |
| 31 Jan 2023 | PURCHASE | Wildermuth Endowment Strategy Fund | 412.54 | 12.12 USD | |
| 29 Jul 2022 | PURCHASE | Wildermuth Endowment Strategy Fund | 5,000 | 13.68 USD | |
| 18 Mar 2022 | PURCHASE | Wildermuth Endowment Strategy Fund | 2.25 | 13.66 USD | |
| 31 Jan 2022 | PURCHASE | Wildermuth Endowment Strategy Fund | 5,000 | 13.52 USD | |
| 28 Dec 2021 | PURCHASE | Wildermuth Endowment Strategy Fund | 30.75 | 13.69 USD | |
| 24 Sept 2021 | PURCHASE | Wildermuth Endowment Strategy Fund | 0.91 | 14.40 USD | |
| 26 Mar 2021 | PURCHASE | Wildermuth Endowment Strategy Fund | 7.34 | 13.60 USD | |
| 26 Feb 2021 | PURCHASE | Wildermuth Endowment Strategy Fund | 2,500 | 13.69 USD | |
| 30 Jul 2021 | PURCHASE | Wildermuth Endowment Strategy Fund | 5,000 | 14.21 USD | |
| 25 Jun 2021 | PURCHASE | Wildermuth Endowment Strategy Fund | 8.64 | 14.09 USD |