Bard Associates’s Plymouth Industrial REIT PLYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-563
| Closed | -$12.3K | – | 305 |
|
|
2025
Q4 | $12.3K | Sell |
563
-20,474
| -97% | -$450K | ﹤0.01% | 203 |
|
|
2025
Q3 | $475K | Sell |
21,037
-8,391
| -29% | -$154K | 0.13% | 118 |
|
|
2025
Q2 | $480K | Sell |
29,428
-150
| -0.5% | -$2.34K | 0.15% | 117 |
|
|
2025
Q1 | $489K | Sell |
29,578
-450
| -1% | -$7.59K | 0.18% | 119 |
|
|
2024
Q4 | $542K | Hold |
30,028
| – | – | 0.18% | 118 |
|
|
2024
Q3 | $686K | Sell |
30,028
-175
| -0.6% | -$4.07K | 0.23% | 113 |
|
|
2024
Q2 | $653K | Hold |
30,203
| – | – | 0.25% | 110 |
|
|
2024
Q1 | $687K | Hold |
30,203
| – | – | 0.25% | 109 |
|
|
2023
Q4 | $734K | Buy |
30,203
+754
| +3% | +$16.4K | 0.28% | 103 |
|
|
2023
Q3 | $624K | Buy |
29,449
+500
| +2% | +$11.3K | 0.26% | 110 |
|
|
2023
Q2 | $673K | Hold |
28,949
| – | – | 0.26% | 106 |
|
|
2023
Q1 | $615K | Hold |
28,949
| – | – | 0.25% | 106 |
|
|
2022
Q4 | $562K | Sell |
28,949
-825
| -3% | -$15.6K | 0.24% | 109 |
|
|
2022
Q3 | $507K | Buy |
29,774
+4,811
| +19% | +$93.2K | 0.23% | 109 |
|
|
2022
Q2 | $443K | Buy |
24,963
+2,200
| +10% | +$47.6K | 0.19% | 116 |
|
|
2022
Q1 | $617K | Hold |
22,763
| – | – | 0.22% | 115 |
|
|
2021
Q4 | $728K | Buy |
22,763
+2,850
| +14% | +$79K | 0.24% | 119 |
|
|
2021
Q3 | $453K | Buy |
19,913
+1,840
| +10% | +$41.3K | 0.15% | 130 |
|
|
2021
Q2 | $362K | Buy |
+18,073
| New | +$341K | 0.12% | 136 |
|