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Bourgeon Capital Management’s Designer Brands DBI Stock Holding History

Bourgeon Capital Management’s Portfolio DBI Stock Details DBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-33
Closed -$1K – 402
2022
Q3 		$1K Buy
+33
New +$517 ﹤0.01% 331

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Bourgeon Capital Management's DBI Position: Q4 2022 in Review

Bourgeon Capital Management sold out of Designer Brands (DBI) in Q4 2022, closing a stake of 33 shares — an estimated $1K sold.

Bourgeon Capital Management first reported a position in DBI in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 205 funds tracked by Wall St. Rank hold DBI as of Q4 2022.

  • Bourgeon Capital Management reported no remaining Designer Brands position as of Q4 2022 after selling out during the quarter.
  • Bourgeon Capital Management sold 33 Designer Brands shares in Q4 2022, an estimated $1K.
  • Bourgeon Capital Management first reported a position in Designer Brands in Q3 2022 and held it in 1 quarter.
  • Bourgeon Capital Management's Designer Brands position peaked at $1K in Q3 2022.
  • 205 funds tracked by Wall St. Rank held Designer Brands as of Q4 2022.

Based on Bourgeon Capital Management's 13F filing for Q4 2022, filed 20 Jan 2023.