Bard Associates’s WINTHROP RLTY TR PFD SHS BEN INT SER D 9.25% (OH) FUR.PRD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-62,975
| Closed | -$1.64M | – | 181 |
|
|
2014
Q2 | $1.64M | Buy |
62,975
+6,350
| +11% | +$165K | 0.65% | 58 |
|
|
2014
Q1 | $1.51M | Sell |
56,625
-100
| -0.2% | -$2.66K | 0.64% | 62 |
|
|
2013
Q4 | $1.49M | Sell |
56,725
-1,000
| -2% | -$26.2K | 0.62% | 61 |
|
|
2013
Q3 | $1.53M | Sell |
57,725
-200
| -0.3% | -$5.3K | 0.68% | 52 |
|
|
2013
Q2 | $1.54M | Buy |
+57,925
| New | +$1.54M | 0.72% | 51 |
|