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 |
|---|---|---|---|---|
| Strategic Dental Management Corp. | 26,430 | reported | 29 Mar 2021 | tx 3+50,723 |
| ALPINE GLOBAL PREMIER PROPERTIES FUND | 3,000 | reported | 26 Sept 2025 | tx 2+3,000 |
| ABERDEEN AUSTRALIA EQUITY FUND INC | 2,750 | reported | 26 Sept 2025 | tx 2+2,750 |
| Avenue Income Credit Strategies Fund | 2,277 | reported | 26 Sept 2025 | tx 6+2,277−2,333 |
| ALPINE TOTAL DYNAMIC DIVIDEND FUND | 1,500 | reported | 26 Sept 2025 | tx 2+1,500 |
| ABERDEEN ASIA-PACIFIC INCOME FUND INC | 1,272 | reported | 15 May 2026 | tx 2+922 |
| JAPAN EQUITY FUND INC | 1,000 | reported | 12 Aug 2021 | tx 1+1,000 |
| ALPINE GLOBAL DYNAMIC DIVIDEND FUND | 1,000 | reported | 29 Nov 2018 | tx 1+1,000 |
| Aberdeen Standard Global Infrastructure Income Fund | 1,000 | reported | 15 Sept 2020 | tx 2+1,000 |
| ABERDEEN GLOBAL INCOME FUND INC | 0 | reported | 15 May 2026 | tx 2+1,000−1,822 |
4 purchases reported after at least 12 months of silence — most recent on 26 Sept 2025.