Bard Associates’s Twin Vee PowerCats VEEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,351
| Closed | -$29.4K | – | 182 |
|
|
2024
Q4 | $29.4K | Sell |
5,351
-2,573
| -32% | -$14.2K | 0.01% | 174 |
|
|
2024
Q3 | $47.5K | Hold |
7,924
| – | – | 0.02% | 170 |
|
|
2024
Q2 | $43.2K | Hold |
7,924
| – | – | 0.02% | 166 |
|
|
2024
Q1 | $68.2K | Sell |
7,924
-1,610
| -17% | -$13.8K | 0.02% | 168 |
|
|
2023
Q4 | $135K | Sell |
9,534
-400
| -4% | -$5.68K | 0.05% | 160 |
|
|
2023
Q3 | $135K | Sell |
9,934
-310
| -3% | -$4.22K | 0.06% | 169 |
|
|
2023
Q2 | $217K | Hold |
10,244
| – | – | 0.08% | 160 |
|
|
2023
Q1 | $174K | Sell |
10,244
-300
| -3% | -$5.09K | 0.07% | 166 |
|
|
2022
Q4 | $193K | Sell |
10,544
-514
| -5% | -$9.41K | 0.08% | 163 |
|
|
2022
Q3 | $270K | Sell |
11,058
-13,220
| -54% | -$323K | 0.12% | 138 |
|
|
2022
Q2 | $653K | Buy |
24,278
+478
| +2% | +$12.9K | 0.28% | 98 |
|
|
2022
Q1 | $992K | Hold |
23,800
| – | – | 0.35% | 93 |
|
|
2021
Q4 | $954K | Hold |
23,800
| – | – | 0.31% | 104 |
|
|
2021
Q3 | $854K | Buy |
+23,800
| New | +$854K | 0.29% | 110 |
|