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Bourgeon Capital Management’s NuScale Power SMR Stock Holding History

Bourgeon Capital Management’s Portfolio SMR Stock Details SMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-157
Closed -$517 – 332
2023
Q4 		$517 Buy
157
+90
+134% +$320 ﹤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% +$210 ﹤0.01% 337
2022
Q3 		$1K Buy
48
+28
+140% +$368 ﹤0.01% 354
2022
Q2 		$0 Buy
+20
New +$200 ﹤0.01% 305

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