Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 12 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 |
|---|---|---|---|---|
| ALPINE GLOBAL PREMIER PROPERTIES FUND | 3,000 | reported | 05 Aug 2025 | tx 3+3,000 |
| Avenue Income Credit Strategies Fund | 2,000 | reported | 23 Sept 2025 | tx 1+2,000 |
| ALPINE TOTAL DYNAMIC DIVIDEND FUND | 1,250 | reported | 07 Jan 2025 | tx 2+1,250 |
| DELAWARE INVESTMENTS FLORIDA INSURED MUNICIPAL INCOME FUND | 1,250 | reported | 05 Aug 2025 | tx 2+1,250 |
| ALPINE GLOBAL DYNAMIC DIVIDEND FUND | 1,100 | reported | 07 Jan 2025 | tx 2+1,100 |
| Aberdeen Standard Global Infrastructure Income Fund | 1,000 | reported | 28 Jul 2020 | tx 1+1,000 |
| Tekla World Healthcare Fund | 1,000 | reported | 02 Jan 2024 | tx 1+1,000 |
| H&Q LIFE SCIENCES INVESTORS | 1,000 | reported | 02 Jan 2024 | tx 1+1,000 |
| H&Q HEALTHCARE INVESTORS | 1,000 | reported | 02 Jan 2024 | tx 1+1,000 |
| Tekla Healthcare Opportunities Fund | 1,000 | reported | 02 Jan 2024 | tx 1+1,000 |
2 purchases reported after at least 12 months of silence — most recent on 07 Jan 2025.