Bailard’s Regional Management Corp RM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-7,361
| Closed | -$423K | – | 799 |
|
|
2021
Q4 | $423K | Sell |
7,361
-600
| -8% | -$34.5K | 0.01% | 435 |
|
|
2021
Q3 | $463K | Hold |
7,961
| – | – | 0.02% | 416 |
|
|
2021
Q2 | $371K | Hold |
7,961
| – | – | 0.01% | 466 |
|
|
2021
Q1 | $276K | Hold |
7,961
| – | – | 0.01% | 545 |
|
|
2020
Q4 | $238K | Buy |
+7,961
| New | +$238K | 0.01% | 503 |
|
|
2018
Q2 | – | Sell |
-21,800
| Closed | -$694K | – | 529 |
|
|
2018
Q1 | $694K | Buy |
21,800
+9,400
| +76% | +$299K | 0.04% | 260 |
|
|
2017
Q4 | $326K | Buy |
+12,400
| New | +$326K | 0.02% | 364 |
|