Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 7 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 | 3,500 | reported | 14 Aug 2025 | tx 2+2,500 |
| Avenue Income Credit Strategies Fund | 2,333 | reported | 12 May 2025 | tx 1+1,000 |
| abrdn Emerging Markets ex-China Fund, Inc. | 2,000 | reported | 12 May 2025 | tx 1+1,000 |
| INDIA FUND INC | 1,741 | reported | 14 May 2024 | tx 2+435−1,306 |
| DELAWARE INVESTMENTS FLORIDA INSURED MUNICIPAL INCOME FUND | 1,500 | reported | 12 May 2025 | tx 2+1,500 |
| ALPINE TOTAL DYNAMIC DIVIDEND FUND | 1,200 | reported | 12 May 2025 | tx 1+200 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 14 Aug 2025 | PURCHASE | ALPINE GLOBAL PREMIER PROPERTIES FUND | 2,000 | 3.93 USD | |
| 12 May 2025 | PURCHASE | Avenue Income Credit Strategies Fund | 1,000 | 5.77 USD | |
| 12 May 2025 | PURCHASE | ALPINE GLOBAL PREMIER PROPERTIES FUND | 500 | 3.98 USD | |
| 12 May 2025 | PURCHASE | ALPINE TOTAL DYNAMIC DIVIDEND FUND | 200 | 8.49 USD | |
| 12 May 2025 | PURCHASE | DELAWARE INVESTMENTS FLORIDA INSURED MUNICIPAL INCOME FUND | 500 | 9.96 USD | |
| 12 May 2025 | PURCHASE | abrdn Emerging Markets ex-China Fund, Inc. | 1,000 | 5.40 USD | |
| 13 Nov 2024 | PURCHASE | DELAWARE INVESTMENTS FLORIDA INSURED MUNICIPAL INCOME FUND | 1,000 | 10.63 USD | |
| 14 May 2024 | EXERCISE | INDIA FUND INC | 435 | — | |
| 14 May 2024 | EXERCISE | INDIA FUND INC | 1,306 | — | deriv |