SFG
HCDIZ

Steward Financial Group’s Harbor Custom Development, Inc. Warrant HCDIZ Stock Holding History

Steward Financial Group’s Portfolio HCDIZ Stock Details HCDIZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$0 Buy
+30,000
New +$294 ﹤0.01% 1621
2023
Q2 		– Sell
-30,000
Closed -$1K – 1076
2023
Q1 		$1K Hold
30,000
– – ﹤0.01% 687
2022
Q4 		$2K Buy
+30,000
New +$3.72K ﹤0.01% 356
2022
Q3 		– Sell
-30,000
Closed -$11K – 1431
2022
Q2 		$11K Hold
30,000
– – 0.01% 233
2022
Q1 		$11K Buy
+30,000
New +$13.1K 0.01% 205

Other funds holding HCDIZ

ACM
Altium Capital Management New York $42M AUM
CH
CVI Holdings Wilmington, Delaware $116M AUM 5.68% 1-Year Est. Return
WAM
Warberg Asset Management Winnetka, Illinois $343M AUM 23.37% 1-Year Est. Return
SC
Shay Capital New York $704M AUM 37.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return