Bourgeon Capital Management’s NuScale Power SMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-157
| Closed | -$517 | – | 332 |
|
|
2023
Q4 | $517 | Buy |
157
+90
| +134% | +$296 | ﹤0.01% | 359 |
|
|
2023
Q3 | $329 | Hold |
67
| – | – | ﹤0.01% | 355 |
|
|
2023
Q2 | $456 | Hold |
67
| – | – | ﹤0.01% | 312 |
|
|
2023
Q1 | $610 | Hold |
67
| – | – | ﹤0.01% | 295 |
|
|
2022
Q4 | $687 | Buy |
67
+19
| +40% | +$195 | ﹤0.01% | 337 |
|
|
2022
Q3 | $1K | Buy |
48
+28
| +140% | +$583 | ﹤0.01% | 354 |
|
|
2022
Q2 | $0 | Buy |
+20
| New | – | ﹤0.01% | 305 |
|