Karpus Investment Management’s Beard Energy Transition Acquisition Corp. BRD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-37,425
Closed -$402K 291
2023
Q3
$402K Sell
37,425
-4,550
-11% -$48.2K 0.01% 242
2023
Q2
$441K Hold
41,975
0.01% 274
2023
Q1
$435K Buy
+41,975
New +$432K 0.01% 317

Karpus Investment Management's BRD Position: Q4 2023 in Review

Karpus Investment Management sold out of Beard Energy Transition Acquisition Corp. (BRD) in Q4 2023, closing a stake of 37,425 shares — an estimated $402K sold.

Karpus Investment Management first reported a position in BRD in Q1 2023 and held it in 3 quarters. The position peaked at $441K in Q2 2023. 0 funds tracked by Wall St. Rank hold BRD as of Q4 2023.

  • Karpus Investment Management reported no remaining Beard Energy Transition Acquisition Corp. position as of Q4 2023 after selling out during the quarter.
  • Karpus Investment Management sold 37,425 Beard Energy Transition Acquisition Corp. shares in Q4 2023, an estimated $402K.
  • Karpus Investment Management first reported a position in Beard Energy Transition Acquisition Corp. in Q1 2023 and held it in 3 quarters.
  • Karpus Investment Management's Beard Energy Transition Acquisition Corp. position peaked at $441K in Q2 2023.
  • 0 funds tracked by Wall St. Rank held Beard Energy Transition Acquisition Corp. as of Q4 2023.

Based on Karpus Investment Management's 13F filing for Q4 2023, filed 13 Feb 2024.