Accel Wealth Management’s Bluerock Residential Growth REIT, Inc. BRG Stock Holding History

Accel Wealth Management’s Portfolio BRG Stock Details BRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-539	Closed	-$15K	–	1105
2022 Q3	$15K	Hold	539	–	–	0.01%	643
2022 Q2	$14K	Buy	539 +6	+1%	+$158	0.01%	635
2022 Q1	$14K	Buy	533 +4	+0.8%	+$106	0.01%	651
2021 Q4	$14K	Buy	529 +6	+1%	+$95	0.01%	647
2021 Q3	$7K	Buy	523 +8	+2%	+$93	﹤0.01%	710
2021 Q2	$5K	Buy	515 +9	+2%	+$87	﹤0.01%	811
2021 Q1	$5K	Buy	506 +6	+1%	+$68	﹤0.01%	765
2020 Q4	$6K	Buy	+500	New	+$4.82K	0.01%	694

Other funds holding BRG

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Accel Wealth Management's BRG Position: Q4 2022 in Review

Accel Wealth Management sold out of Bluerock Residential Growth REIT, Inc. (BRG) in Q4 2022, closing a stake of 539 shares — an estimated $15K sold.

Accel Wealth Management first reported a position in BRG in Q4 2020 and held it in 8 quarters. The position peaked at $15K in Q3 2022. 1 fund tracked by Wall St. Rank holds BRG as of Q4 2022.

Accel Wealth Management reported no remaining Bluerock Residential Growth REIT, Inc. position as of Q4 2022 after selling out during the quarter.
Accel Wealth Management sold 539 Bluerock Residential Growth REIT, Inc. shares in Q4 2022, an estimated $15K.
Accel Wealth Management first reported a position in Bluerock Residential Growth REIT, Inc. in Q4 2020 and held it in 8 quarters.
Accel Wealth Management's Bluerock Residential Growth REIT, Inc. position peaked at $15K in Q3 2022.
1 fund tracked by Wall St. Rank held Bluerock Residential Growth REIT, Inc. as of Q4 2022.

Based on Accel Wealth Management's 13F filing for Q4 2022, filed 26 Jan 2023.