AWA
BRG

Arkadios Wealth Advisors’s Bluerock Residential Growth REIT, Inc. BRG Stock Holding History

Arkadios Wealth Advisors’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
-45,666
Closed -$1.22M – 597
2022
Q3 		$1.22M Buy
45,666
+5,845
+15% +$154K 0.19% 141
2022
Q2 		$1.05M Sell
39,821
-12,845
-24% -$339K 0.16% 169
2022
Q1 		$1.4M Buy
+52,666
New +$1.4M 0.18% 136
2021
Q4 		– Sell
-22,822
Closed -$290K – 1917
2021
Q3 		$290K Sell
22,822
-26,950
-54% -$312K 0.04% 414
2021
Q2 		$506K Buy
49,772
+45,570
+1,084% +$441K 0.06% 332
2021
Q1 		$42K Buy
4,202
+952
+29% +$10.7K 0.01% 740
2020
Q4 		$41K Buy
3,250
+178
+6% +$1.72K 0.01% 597
2020
Q3 		$24.9K Buy
+3,072
New +$22.9K 0.01% 555
2020
Q2 		– Sell
-2,739
Closed -$15.3K – 1182
2020
Q1 		$15.3K Hold
2,739
– – 0.01% 546
2019
Q4 		$31.8K Buy
+2,739
New +$32.7K 0.02% 377

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Arkadios Wealth Advisors's BRG Position: Q4 2022 in Review

Arkadios Wealth Advisors sold out of Bluerock Residential Growth REIT, Inc. (BRG) in Q4 2022, closing a stake of 45,666 shares — an estimated $1.22M sold.

Arkadios Wealth Advisors first reported a position in BRG in Q4 2019 and held it in 10 quarters. The position peaked at $1.4M in Q1 2022. 1 fund tracked by Wall St. Rank holds BRG as of Q4 2022.

  • Arkadios Wealth Advisors reported no remaining Bluerock Residential Growth REIT, Inc. position as of Q4 2022 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 45,666 Bluerock Residential Growth REIT, Inc. shares in Q4 2022, an estimated $1.22M.
  • Arkadios Wealth Advisors first reported a position in Bluerock Residential Growth REIT, Inc. in Q4 2019 and held it in 10 quarters.
  • Arkadios Wealth Advisors's Bluerock Residential Growth REIT, Inc. position peaked at $1.4M in Q1 2022.
  • 1 fund tracked by Wall St. Rank held Bluerock Residential Growth REIT, Inc. as of Q4 2022.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2022, filed 11 Jan 2023.