Bourgeon Capital Management’s Creative Realities CREX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,541
| Closed | -$5.49K | – | 406 |
|
|
2023
Q3 | $5.49K | Hold |
3,541
| – | – | ﹤0.01% | 254 |
|
|
2023
Q2 | $10.8K | Hold |
3,541
| – | – | ﹤0.01% | 246 |
|
|
2023
Q1 | $7.86K | Hold |
3,541
| – | – | ﹤0.01% | 243 |
|
|
2022
Q4 | $6.16K | Hold |
3,541
| – | – | ﹤0.01% | 263 |
|
|
2022
Q3 | $6K | Hold |
3,541
| – | – | ﹤0.01% | 243 |
|
|
2022
Q2 | $6K | Hold |
3,541
| – | – | ﹤0.01% | 242 |
|
|
2022
Q1 | $9K | Buy |
+3,541
| New | +$9K | ﹤0.01% | 230 |
|