Bard Associates’s Smith-Midland SMID Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.74M | Sell |
81,671
-3,500
| -4% | -$117K | 0.88% | 40 |
|
|
2025
Q1 | $2.65M | Sell |
85,171
-500
| -0.6% | -$15.5K | 0.99% | 34 |
|
|
2024
Q4 | $3.81M | Sell |
85,671
-700
| -0.8% | -$31.1K | 1.29% | 22 |
|
|
2024
Q3 | $2.88M | Sell |
86,371
-450
| -0.5% | -$15K | 0.98% | 33 |
|
|
2024
Q2 | $2.4M | Sell |
86,821
-15,884
| -15% | -$440K | 0.92% | 37 |
|
|
2024
Q1 | $4.83M | Sell |
102,705
-100,800
| -50% | -$4.74M | 1.73% | 8 |
|
|
2023
Q4 | $8.04M | Sell |
203,505
-20,960
| -9% | -$828K | 3.05% | 2 |
|
|
2023
Q3 | $4.27M | Sell |
224,465
-755
| -0.3% | -$14.4K | 1.77% | 7 |
|
|
2023
Q2 | $5.3M | Sell |
225,220
-470
| -0.2% | -$11.1K | 2.06% | 6 |
|
|
2023
Q1 | $4.23M | Buy |
225,690
+2,700
| +1% | +$50.7K | 1.75% | 8 |
|
|
2022
Q4 | $4.57M | Buy |
222,990
+275
| +0.1% | +$5.64K | 1.97% | 4 |
|
|
2022
Q3 | $5.96M | Sell |
222,715
-505
| -0.2% | -$13.5K | 2.69% | 3 |
|
|
2022
Q2 | $3.13M | Buy |
223,220
+11,825
| +6% | +$166K | 1.34% | 19 |
|
|
2022
Q1 | $3.75M | Buy |
211,395
+445
| +0.2% | +$7.9K | 1.32% | 19 |
|
|
2021
Q4 | $9.92M | Sell |
210,950
-6,515
| -3% | -$306K | 3.26% | 1 |
|
|
2021
Q3 | $3.02M | Buy |
217,465
+145,615
| +203% | +$2.02M | 1.02% | 28 |
|
|
2021
Q2 | $1.7M | Buy |
71,850
+58,570
| +441% | +$1.38M | 0.56% | 73 |
|
|
2021
Q1 | $159K | Buy |
+13,280
| New | +$159K | 0.06% | 145 |
|