Marathon Capital Management’s urban-gro UGRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-105,000
| Closed | -$140K | – | 161 |
|
|
2024
Q2 | $140K | Sell |
105,000
-6,085
| -5% | -$8.09K | 0.04% | 134 |
|
|
2024
Q1 | $152K | Hold |
111,085
| – | – | 0.04% | 140 |
|
|
2023
Q4 | $156K | Sell |
111,085
-38,915
| -26% | -$54.5K | 0.04% | 141 |
|
|
2023
Q3 | $204K | Sell |
150,000
-9,000
| -6% | -$12.2K | 0.05% | 138 |
|
|
2023
Q2 | $188K | Sell |
159,000
-3,000
| -2% | -$3.54K | 0.05% | 142 |
|
|
2023
Q1 | $437K | Hold |
162,000
| – | – | 0.11% | 104 |
|
|
2022
Q4 | $441K | Hold |
162,000
| – | – | 0.12% | 97 |
|
|
2022
Q3 | $452K | Buy |
+162,000
| New | +$452K | 0.13% | 100 |
|