Bard Associates’s Bluerock Homes Trust BHM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-16,931
| Closed | -$219K | – | 174 |
|
2023
Q3 | $219K | Sell |
16,931
-87
| -0.5% | -$1.12K | 0.09% | 153 |
|
2023
Q2 | $275K | Sell |
17,018
-120
| -0.7% | -$1.94K | 0.11% | 145 |
|
2023
Q1 | $340K | Sell |
17,138
-126
| -0.7% | -$2.5K | 0.14% | 136 |
|
2022
Q4 | $368K | Buy |
+17,264
| New | +$368K | 0.16% | 128 |
|