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 |
|