BBPWM

Blue Bell Private Wealth Management’s Gyrodyne GYRO Stock Holding History

Blue Bell Private Wealth Management’s Portfolio GYRO Stock Details GYRO Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$5.39K	Hold	626	–	–	﹤0.01%	578
2025 Q1	$5.07K	Hold	626	–	–	﹤0.01%	575
2024 Q4	$5.65K	Hold	626	–	–	﹤0.01%	539
2024 Q3	$4.85K	Hold	626	–	–	﹤0.01%	575
2024 Q2	$4.91K	Hold	626	–	–	﹤0.01%	577
2024 Q1	$5.05K	Hold	626	–	–	﹤0.01%	573
2023 Q4	$5.6K	Hold	626	–	–	﹤0.01%	555
2023 Q3	$6.29K	Hold	626	–	–	﹤0.01%	477
2023 Q2	$5.95K	Hold	626	–	–	﹤0.01%	480
2023 Q1	$5.35K	Hold	626	–	–	﹤0.01%	451
2022 Q4	$5.07K	Hold	626	–	–	﹤0.01%	460
2022 Q3	$6K	Hold	626	–	–	﹤0.01%	437
2022 Q2	$8K	Hold	626	–	–	﹤0.01%	415
2022 Q1	$9K	Hold	626	–	–	﹤0.01%	426
2021 Q4	$7K	Hold	626	–	–	﹤0.01%	464
2021 Q3	$8K	Hold	626	–	–	﹤0.01%	148
2021 Q2	$8K	Sell	626 -337	-35%	-$4.31K	﹤0.01%	151
2021 Q1	$15K	Hold	963	–	–	﹤0.01%	132
2020 Q4	$20K	Hold	963	–	–	0.01%	121
2020 Q3	$16K	Hold	963	–	–	0.01%	129
2020 Q2	$20K	Hold	963	–	–	0.01%	133
2020 Q1	$14K	Hold	963	–	–	0.01%	131
2019 Q4	$18K	Hold	963	–	–	0.01%	136
2019 Q3	$19K	Hold	963	–	–	0.01%	131
2019 Q2	$18K	Hold	963	–	–	0.01%	131
2019 Q1	$17K	Hold	963	–	–	0.01%	135
2018 Q4	$17K	Hold	963	–	–	0.01%	139
2018 Q3	$20K	Hold	963	–	–	0.01%	143
2018 Q2	$20K	Hold	963	–	–	0.01%	138
2018 Q1	$19K	Hold	963	–	–	0.01%	152
2017 Q4	$19K	Sell	963 -6,138	-86%	-$121K	0.01%	150
2017 Q3	$154K	Hold	7,101	–	–	0.07%	80
2017 Q2	$146K	Sell	7,101 -258	-4%	-$5.31K	0.07%	84
2017 Q1	$152K	Hold	7,359	–	–	0.08%	80
2016 Q4	$135K	Sell	7,359 -9	-0.1%	-$165	0.08%	86
2016 Q3	$137K	Hold	7,368	–	–	0.08%	116
2016 Q2	$149K	Hold	7,368	–	–	0.1%	109
2016 Q1	$199K	Hold	7,368	–	–	0.14%	93
2015 Q4	$188K	Buy	7,368 +4,151	+129%	+$106K	0.13%	101
2015 Q3	$90K	Sell	3,217 -32,618	-91%	-$913K	0.06%	152
2015 Q2	$107K	Buy	35,835 +32,275	+907%	+$96.4K	0.06%	136
2015 Q1	$14K	Hold	3,560	–	–	0.01%	345
2014 Q4	$14K	Sell	3,560 -1,544	-30%	-$6.07K	0.01%	355
2014 Q3	$25K	Sell	5,104 -700	-12%	-$3.43K	0.02%	317
2014 Q2	$30K	Sell	5,804 -602	-9%	-$3.11K	0.02%	278
2014 Q1	$39K	Sell	6,406 -200	-3%	-$1.22K	0.03%	217
2013 Q4	$84K	Buy	6,606 +2,150	+48%	+$27.3K	0.06%	146
2013 Q3	$334K	Hold	4,456	–	–	0.33%	52
2013 Q2	$319K	Buy	+4,456	New	+$319K	0.28%	49