CWM
BRG

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

Cedar 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
-1,312
Closed -$35K – 346
2022
Q3 		$35K Hold
1,312
– – 0.02% 185
2022
Q2 		$34K Hold
1,312
– – 0.02% 190
2022
Q1 		$35K Hold
1,312
– – 0.01% 209
2021
Q4 		$35K Buy
+1,312
New +$20.8K 0.01% 205

Other funds holding BRG

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

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

Cedar Wealth Management sold out of Bluerock Residential Growth REIT, Inc. (BRG) in Q4 2022, closing a stake of 1,312 shares — an estimated $35K sold.

Cedar Wealth Management first reported a position in BRG in Q4 2021 and held it in 4 quarters. The position peaked at $35K in Q3 2022. 1 fund tracked by Wall St. Rank holds BRG as of Q4 2022.

  • Cedar Wealth Management reported no remaining Bluerock Residential Growth REIT, Inc. position as of Q4 2022 after selling out during the quarter.
  • Cedar Wealth Management sold 1,312 Bluerock Residential Growth REIT, Inc. shares in Q4 2022, an estimated $35K.
  • Cedar Wealth Management first reported a position in Bluerock Residential Growth REIT, Inc. in Q4 2021 and held it in 4 quarters.
  • Cedar Wealth Management's Bluerock Residential Growth REIT, Inc. position peaked at $35K in Q3 2022.
  • 1 fund tracked by Wall St. Rank held Bluerock Residential Growth REIT, Inc. as of Q4 2022.

Based on Cedar Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.