BFS
Bard Financial Services’s CS Disco LAW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-17,950
| Closed | -$119K | – | 325 |
|
|
2023
Q1 | $119K | Sell |
17,950
-13,500
| -43% | -$89.6K | 0.01% | 312 |
|
|
2022
Q4 | $199K | Sell |
31,450
-12,625
| -29% | -$79.9K | 0.02% | 281 |
|
|
2022
Q3 | $441K | Sell |
44,075
-2,200
| -5% | -$22K | 0.04% | 206 |
|
|
2022
Q2 | $835K | Buy |
46,275
+875
| +2% | +$15.8K | 0.08% | 167 |
|
|
2022
Q1 | $1.54M | Buy |
45,400
+325
| +0.7% | +$11K | 0.13% | 122 |
|
|
2021
Q4 | $1.61M | Buy |
45,075
+2,000
| +5% | +$71.5K | 0.13% | 121 |
|
|
2021
Q3 | $2.07M | Buy |
+43,075
| New | +$2.07M | 0.18% | 109 |
|