Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 6 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 | 235.38 | reported | 17 Mar 2023 | tx 6+3,168.66 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 17 Mar 2023 | PURCHASE | Wildermuth Endowment Strategy Fund | 0.6 | 7.21 USD | |
| 28 Dec 2022 | PURCHASE | Wildermuth Endowment Strategy Fund | 2.18 | 12.94 USD | |
| 16 Dec 2022 | PURCHASE | Wildermuth Endowment Strategy Fund | 1.28 | 13.12 USD | |
| 28 Dec 2021 | PURCHASE | Wildermuth Endowment Strategy Fund | 12.54 | 13.69 USD | |
| 24 Sept 2021 | PURCHASE | Wildermuth Endowment Strategy Fund | 0.37 | 14.40 USD | |
| 10 Sept 2021 | PURCHASE | Wildermuth Endowment Strategy Fund | 3,151.69 | 14.43 USD |