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 |
|---|---|---|---|---|
| Wildermuth Endowment Strategy Fund | 31,925.43 | reported | 22 Mar 2022 | tx 20+2,940.42−1,464.13 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 22 Mar 2022 | PURCHASE | Wildermuth Endowment Strategy Fund | 77.21 | 13.53 USD | |
| 22 Mar 2022 | PURCHASE | Wildermuth Endowment Strategy Fund | 1.53 | 13.53 USD | |
| 28 Dec 2021 | PURCHASE | Wildermuth Endowment Strategy Fund | 34.51 | 13.57 USD | |
| 24 Sept 2021 | PURCHASE | Wildermuth Endowment Strategy Fund | 1.02 | 14.29 USD | |
| 25 Jun 2021 | PURCHASE | Wildermuth Endowment Strategy Fund | 2 | 13.99 USD | |
| 26 Mar 2021 | PURCHASE | Wildermuth Endowment Strategy Fund | 1.76 | 13.51 USD | first after silence |
| 25 Jun 2021 | PURCHASE | Wildermuth Endowment Strategy Fund | 101.06 | 13.99 USD | |
| 28 Dec 2021 | PURCHASE | Wildermuth Endowment Strategy Fund | 1,740.57 | 13.57 USD | |
| 26 Mar 2021 | PURCHASE | Wildermuth Endowment Strategy Fund | 88.87 | 13.51 USD | |
| 24 Sept 2021 | PURCHASE | Wildermuth Endowment Strategy Fund | 51.53 | 14.29 USD | |
| 14 Aug 2020 | OTHER | Wildermuth Endowment Strategy Fund | 1.3 | 13.40 USD | |
| 27 Dec 2019 | PURCHASE | Wildermuth Endowment Strategy Fund | 158.99 | 14.08 USD | |
| 28 Mar 2019 | PURCHASE | Wildermuth Endowment Strategy Fund | 17.82 | 13.10 USD | |
| 27 Jun 2019 | PURCHASE | Wildermuth Endowment Strategy Fund | 16.76 | 13.55 USD | |
| 26 Sept 2019 | PURCHASE | Wildermuth Endowment Strategy Fund | 19.54 | 13.65 USD | |
| 26 Sept 2019 | PURCHASE | Wildermuth Endowment Strategy Fund | 213.33 | 13.65 USD | |
| 28 Mar 2019 | PURCHASE | Wildermuth Endowment Strategy Fund | 205.15 | 13.10 USD | |
| 27 Jun 2019 | PURCHASE | Wildermuth Endowment Strategy Fund | 192.91 | 13.55 USD | |
| 30 Jul 2019 | SALE | Wildermuth Endowment Strategy Fund | 1,464.13 | 13.60 USD | |
| 27 Dec 2019 | PURCHASE | Wildermuth Endowment Strategy Fund | 14.56 | 14.08 USD |
1 purchase reported after at least 12 months of silence — most recent on 26 Mar 2021.