Evermay Wealth Management’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 | $766K | Buy |
47,560
+656
| +1% | +$10.6K | 0.09% | 100 |
|
|
2025
Q1 | $802K | Sell |
46,904
-3,251
| -6% | -$55.6K | 0.11% | 92 |
|
|
2024
Q4 | $798K | Buy |
50,155
+969
| +2% | +$15.4K | 0.12% | 93 |
|
|
2024
Q3 | $937K | Buy |
49,186
+677
| +1% | +$12.9K | 0.15% | 84 |
|
|
2024
Q2 | $774K | Buy |
48,509
+579
| +1% | +$9.24K | 0.12% | 93 |
|
|
2024
Q1 | $755K | Buy |
47,930
+4,931
| +11% | +$77.7K | 0.11% | 98 |
|
|
2023
Q4 | $744K | Buy |
42,999
+9,385
| +28% | +$162K | 0.14% | 78 |
|
|
2023
Q3 | $485K | Sell |
33,614
-15,910
| -32% | -$230K | 0.1% | 100 |
|
|
2023
Q2 | $769K | Sell |
49,524
-18,154
| -27% | -$282K | 0.15% | 75 |
|
|
2023
Q1 | $1.16M | Buy |
67,678
+931
| +1% | +$16K | 0.23% | 46 |
|
|
2022
Q4 | $1.09M | Sell |
66,747
-14,012
| -17% | -$229K | 0.22% | 51 |
|
|
2022
Q3 | $1.27M | Buy |
80,759
+3,861
| +5% | +$60.5K | 0.25% | 42 |
|
|
2022
Q2 | $1.59M | Buy |
76,898
+7,260
| +10% | +$150K | 0.31% | 37 |
|
|
2022
Q1 | $1.52M | Buy |
69,638
+5,725
| +9% | +$125K | 0.25% | 46 |
|
|
2021
Q4 | $1.59M | Buy |
63,913
+1,000
| +2% | +$24.8K | 0.28% | 32 |
|
|
2021
Q3 | $1.56M | Buy |
62,913
+9,663
| +18% | +$240K | 0.3% | 31 |
|
|
2021
Q2 | $1.25M | Buy |
53,250
+5,380
| +11% | +$126K | 0.23% | 42 |
|
|
2021
Q1 | $876K | Buy |
+47,870
| New | +$876K | 0.18% | 57 |
|