Shepherd Kaplan Krochuk’s BioVie BIVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-295
| Closed | -$11.8K | – | 56 |
|
|
2024
Q2 | $11.8K | Hold |
295
| – | – | 0.01% | 57 |
|
|
2024
Q1 | $15.6K | Hold |
295
| – | – | 0.01% | 55 |
|
|
2023
Q4 | $37.1K | Hold |
295
| – | – | 0.03% | 53 |
|
|
2023
Q3 | $100K | Hold |
295
| – | – | 0.09% | 51 |
|
|
2023
Q2 | $127K | Hold |
295
| – | – | 0.1% | 51 |
|
|
2023
Q1 | $238K | Hold |
295
| – | – | 0.21% | 52 |
|
|
2022
Q4 | $229K | Buy |
+295
| New | +$229K | 0.14% | 64 |
|