KCS Wealth Advisory
- SEC CIK
- 0001697719
- Latest filing
- Nov 3, 2023
SPE.PC holding history
Special Opportunities Fund, Inc. in every 13F filed by KCS Wealth Advisory, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
SPE.PC overviewAll 13F holders of SPE.PCFull Q3 2023 holdings
- Shares (Q3 2023)
- 24,706
- Value
- $560.8K
- % of portfolio
- 0.2%
- Quarters held
- 5
- Since Q3 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2023 | 24,706 | $560.8K | 0.2% | −5,547−18.3% | Reduced | Holders |
| Q2 2023 | 30,253 | $692.8K | 0.2% | −894−2.9% | Reduced | Holders |
| Q1 2023 | 31,147 | $711.7K | 0.3% | −517−1.6% | Reduced | Holders |
| Q4 2022 | 31,664 | $718.5K | 0.3% | −331−1.0% | Reduced | Holders |
| Q3 2022 | 31,995 | $742.0K | 0.3% | +31,995 | New | Holders |