New Edge Advisors, LLC FLAHERTY & CRUMRINE DYNAMIC Transaction History

New Edge Advisors, LLC

  • $15 Billion
  • Q3 2024
Number of Shares
38,479
Previous 40,534 5.07%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
N/A
-2,055 Reduced 5.07%
38,479 $0
Q2 2024

Aug 15, 2024
SELL
N/A
-870 Reduced 2.1%
40,534 $0
Q1 2024

May 14, 2024
SELL
N/A
-3,147 Reduced 7.06%
41,404 $0
Q4 2023

Feb 13, 2024
BUY
N/A
10,853 Added 32.21%
44,551 $0
Q3 2023

Nov 14, 2023
BUY
N/A
17,698 Added 110.61%
33,698 $0
Q2 2023

Aug 14, 2023
BUY
N/A
1,600 Added 11.11%
16,000 $0
Q1 2023

May 12, 2023
BUY
N/A
4,400 Added 44.0%
14,400 $0
Q4 2022

Feb 14, 2023
BUY
N/A
10,000 New
10,000 $0
Q1 2022

May 13, 2022
SELL
N/A
-8,865 Closed
0 $0
Q4 2021

Feb 17, 2022
BUY
N/A
8,865 New
8,865 $246,000
Track This Portfolio

Track New Edge Advisors, LLC Portfolio

Follow New Edge Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of New Edge Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email