Bard Associates’s Modiv Industrial MDV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Sell |
103,640
-300
| -0.3% | -$4.22K | 0.47% | 72 |
|
|
2025
Q1 | $1.67M | Hold |
103,940
| – | – | 0.62% | 58 |
|
|
2024
Q4 | $1.56M | Sell |
103,940
-2,000
| -2% | -$29.9K | 0.53% | 65 |
|
|
2024
Q3 | $1.79M | Sell |
105,940
-1,000
| -0.9% | -$16.9K | 0.61% | 60 |
|
|
2024
Q2 | $1.52M | Sell |
106,940
-25
| -0% | -$356 | 0.58% | 64 |
|
|
2024
Q1 | $1.81M | Sell |
106,965
-9,420
| -8% | -$159K | 0.65% | 58 |
|
|
2023
Q4 | $1.61M | Buy |
116,385
+1,722
| +2% | +$23.8K | 0.61% | 60 |
|
|
2023
Q3 | $1.78M | Buy |
+114,663
| New | +$1.78M | 0.74% | 53 |
|