Bard Associates’s FIRST POTOMAC RLTY TR CUMLV REDEEM PFD PERP SER A FPO.PRA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q3 | – | Sell |
-44,475
| Closed | -$1.15M | – | 193 |
|
2014
Q2 | $1.15M | Hold |
44,475
| – | – | 0.46% | 86 |
|
2014
Q1 | $1.13M | Sell |
44,475
-100
| -0.2% | -$2.53K | 0.48% | 85 |
|
2013
Q4 | $1.09M | Sell |
44,575
-800
| -2% | -$19.5K | 0.45% | 81 |
|
2013
Q3 | $1.15M | Hold |
45,375
| – | – | 0.51% | 71 |
|
2013
Q2 | $1.2M | Buy |
+45,375
| New | +$1.2M | 0.56% | 67 |
|