Advisory Research’s Beard Energy Transition Acquisition Corp. BRD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-92,770
| Closed | -$975K | – | 507 |
|
|
2023
Q2 | $975K | Hold |
92,770
| – | – | 0.13% | 204 |
|
|
2023
Q1 | $962K | Sell |
92,770
-6,280
| -6% | -$65.1K | 0.16% | 158 |
|
|
2022
Q4 | $1.01M | Sell |
99,050
-10,400
| -10% | -$106K | 0.09% | 161 |
|
|
2022
Q3 | $1.1M | Sell |
109,450
-13,800
| -11% | -$138K | 0.11% | 151 |
|
|
2022
Q2 | $1.23M | Hold |
123,250
| – | – | 0.12% | 137 |
|
|
2022
Q1 | $1.22M | Buy |
+123,250
| New | +$1.22M | 0.1% | 166 |
|