Bard Associates’s Safe & Green Holdings SGBX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-983
| Closed | -$339K | – | 167 |
|
|
2019
Q1 | $339K | Buy |
983
+3
| +0.3% | +$1.04K | 0.17% | 123 |
|
|
2018
Q4 | $489K | Sell |
980
-16
| -2% | -$7.98K | 0.28% | 103 |
|
|
2018
Q3 | $747K | Sell |
996
-18
| -2% | -$13.5K | 0.34% | 98 |
|
|
2018
Q2 | $1M | Sell |
1,014
-2
| -0.2% | -$1.98K | 0.47% | 86 |
|
|
2018
Q1 | $878K | Sell |
1,016
-28
| -3% | -$24.2K | 0.44% | 90 |
|
|
2017
Q4 | $1.17M | Sell |
1,044
-5
| -0.5% | -$5.6K | 0.56% | 73 |
|
|
2017
Q3 | $842K | Sell |
1,049
-11
| -1% | -$8.83K | 0.39% | 95 |
|
|
2017
Q2 | $934K | Buy |
+1,060
| New | +$934K | 0.42% | 88 |
|