Triad Investment Management’s Lindblad Expeditions LIND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-71,059
| Closed | -$773K | – | 51 |
|
|
2023
Q2 | $773K | Sell |
71,059
-77
| -0.1% | -$838 | 1.08% | 33 |
|
|
2023
Q1 | $680K | Buy |
71,136
+11,026
| +18% | +$105K | 0.99% | 34 |
|
|
2022
Q4 | $463K | Buy |
60,110
+19,923
| +50% | +$153K | 0.72% | 36 |
|
|
2022
Q3 | $272K | Buy |
40,187
+8,571
| +27% | +$58K | 0.47% | 41 |
|
|
2022
Q2 | $256K | Hold |
31,616
| – | – | 0.38% | 49 |
|
|
2022
Q1 | $477K | Sell |
31,616
-1,697
| -5% | -$25.6K | 0.45% | 42 |
|
|
2021
Q4 | $520K | Buy |
+33,313
| New | +$520K | 0.47% | 41 |
|
|
2020
Q4 | $649K | Sell |
37,917
-120
| -0.3% | -$2.05K | 0.72% | 35 |
|
|
2020
Q3 | $324K | Sell |
38,037
-413
| -1% | -$3.52K | 0.46% | 36 |
|
|
2020
Q2 | $297K | Buy |
+38,450
| New | +$297K | 0.4% | 40 |
|