Arkadios Wealth Advisors’s Bluerock Homes Trust BHM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.13M Buy
89,904
+4,727
+6% +$59.2K 0.03% 522
2025
Q1
$968K Buy
85,177
+18,895
+29% +$215K 0.04% 468
2024
Q4
$880K Buy
66,282
+12,420
+23% +$165K 0.05% 361
2024
Q3
$805K Buy
53,862
+9,502
+21% +$142K 0.05% 382
2024
Q2
$776K Buy
44,360
+2,576
+6% +$45.1K 0.05% 336
2024
Q1
$709K Buy
41,784
+4,615
+12% +$78.3K 0.06% 308
2023
Q4
$520K Buy
+37,169
New +$520K 0.04% 359