AFR
Applied Fundamental Research’s Great Elm Group GEG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-737,672
| Closed | -$1.48M | – | 12 |
|
|
2021
Q3 | $1.48M | Sell |
737,672
-526,058
| -42% | -$1.05M | 0.79% | 11 |
|
|
2021
Q2 | $2.84M | Hold |
1,263,730
| – | – | 1.91% | 11 |
|
|
2021
Q1 | $3.08M | Buy |
1,263,730
+3,380
| +0.3% | +$8.25K | 2.6% | 10 |
|
|
2020
Q4 | $3.63M | Buy |
+1,260,350
| New | +$3.63M | 3.46% | 10 |
|