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Bourgeon Capital Management’s iShares Environmental Infrastructure and Industrials ETF EFRA Stock Holding History

Bourgeon Capital Management’s Portfolio EFRA Stock Details EFRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,200
Closed -$35.1K – 181
2023
Q4 		$35.1K Hold
1,200
– – 0.01% 171
2023
Q3 		$31.2K Hold
1,200
– – 0.01% 166
2023
Q2 		$33.8K Buy
+1,200
New +$33.2K 0.01% 179

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Bourgeon Capital Management's EFRA Position: Q1 2024 in Review

Bourgeon Capital Management sold out of iShares Environmental Infrastructure and Industrials ETF (EFRA) in Q1 2024, closing a stake of 1,200 shares — an estimated $35.1K sold.

Bourgeon Capital Management first reported a position in EFRA in Q2 2023 and held it in 3 quarters. The position peaked at $35.1K in Q4 2023. 5 funds tracked by Wall St. Rank hold EFRA as of Q1 2024.

  • Bourgeon Capital Management reported no remaining iShares Environmental Infrastructure and Industrials ETF position as of Q1 2024 after selling out during the quarter.
  • Bourgeon Capital Management sold 1,200 iShares Environmental Infrastructure and Industrials ETF shares in Q1 2024, an estimated $35.1K.
  • Bourgeon Capital Management first reported a position in iShares Environmental Infrastructure and Industrials ETF in Q2 2023 and held it in 3 quarters.
  • Bourgeon Capital Management's iShares Environmental Infrastructure and Industrials ETF position peaked at $35.1K in Q4 2023.
  • 5 funds tracked by Wall St. Rank held iShares Environmental Infrastructure and Industrials ETF as of Q1 2024.

Based on Bourgeon Capital Management's 13F filing for Q1 2024, filed 19 Apr 2024.