AE Wealth Management’s Franklin BSP Realty Trust FBRT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-12,819
Closed -$163K 2183
2025
Q1
$163K Buy
+12,819
New +$163K ﹤0.01% 1328
2024
Q4
Sell
-11,284
Closed -$147K 2137
2024
Q3
$147K Sell
11,284
-19,313
-63% -$252K ﹤0.01% 1196
2024
Q2
$387K Buy
30,597
+14,641
+92% +$185K ﹤0.01% 955
2024
Q1
$213K Sell
15,956
-219,788
-93% -$2.94M ﹤0.01% 1075
2023
Q4
$3.15M Buy
235,744
+29,432
+14% +$393K 0.02% 745
2023
Q3
$2.74M Buy
206,312
+10,556
+5% +$140K 0.02% 742
2023
Q2
$2.77M Sell
195,756
-15,959
-8% -$226K 0.02% 731
2023
Q1
$2.54M Sell
211,715
-26,905
-11% -$323K 0.02% 708
2022
Q4
$3.09M Sell
238,620
-6,556
-3% -$85K 0.02% 609
2022
Q3
$2.64M Sell
245,176
-36,741
-13% -$396K 0.02% 614
2022
Q2
$3.8M Buy
+281,917
New +$3.8M 0.03% 467
2022
Q1
Sell
-43,078
Closed -$644K 1714
2021
Q4
$644K Buy
+43,078
New +$644K ﹤0.01% 1151