Clearstead Advisors’s Broadstone Net Lease BNL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,500
| Closed | -$128K | – | 2744 |
|
|
2025
Q1 | $128K | Sell |
7,500
-14,500
| -66% | -$247K | ﹤0.01% | 929 |
|
|
2024
Q4 | $349K | Hold |
22,000
| – | – | 0.01% | 674 |
|
|
2024
Q3 | $417K | Buy |
22,000
+2,000
| +10% | +$37.9K | 0.01% | 618 |
|
|
2024
Q2 | $317K | Sell |
20,000
-7,542
| -27% | -$120K | 0.01% | 655 |
|
|
2024
Q1 | $423K | Hold |
27,542
| – | – | 0.02% | 335 |
|
|
2023
Q4 | $474K | Sell |
27,542
-27,542
| -50% | -$474K | 0.03% | 314 |
|
|
2023
Q3 | $788K | Buy |
55,084
+27,542
| +100% | +$394K | 0.02% | 338 |
|
|
2023
Q2 | $425K | Hold |
27,542
| – | – | 0.03% | 310 |
|
|
2023
Q1 | $468K | Hold |
27,542
| – | – | 0.03% | 274 |
|
|
2022
Q4 | $446K | Hold |
27,542
| – | – | 0.04% | 272 |
|
|
2022
Q3 | $428K | Hold |
27,542
| – | – | 0.04% | 249 |
|
|
2022
Q2 | $565K | Hold |
27,542
| – | – | 0.04% | 231 |
|
|
2022
Q1 | $600K | Hold |
27,542
| – | – | 0.04% | 241 |
|
|
2021
Q4 | $684K | Hold |
27,542
| – | – | 0.05% | 215 |
|
|
2021
Q3 | $683K | Sell |
27,542
-19,300
| -41% | -$479K | 0.05% | 209 |
|
|
2021
Q2 | $1.1M | Sell |
46,842
-82,878
| -64% | -$1.94M | 0.08% | 157 |
|
|
2021
Q1 | $2.37M | Buy |
+129,720
| New | +$2.37M | 0.2% | 96 |
|