Beryl Capital Management’s Appreciate Holdings, Inc. Class A Common Stock SFR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-1,073,052
| Closed | -$10.5M | – | 170 |
|
2022
Q1 | $10.5M | Sell |
1,073,052
-520,100
| -33% | -$5.11M | 0.64% | 38 |
|
2021
Q4 | $15.5M | Hold |
1,593,152
| – | – | 0.8% | 21 |
|
2021
Q3 | $15.6M | Hold |
1,593,152
| – | – | 1.1% | 23 |
|
2021
Q2 | $15.5M | Buy |
1,593,152
+359,810
| +29% | +$3.5M | 1.38% | 11 |
|
2021
Q1 | $12.1M | Buy |
+1,233,342
| New | +$12.1M | 1.54% | 16 |
|