EverSource Wealth Advisors’s Bluerock Homes Trust BHM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-38
| Closed | -$504 | – | 4040 |
|
2024
Q4 | $504 | Hold |
38
| – | – | ﹤0.01% | 3198 |
|
2024
Q3 | $568 | Hold |
38
| – | – | ﹤0.01% | 2844 |
|
2024
Q2 | $709 | Hold |
38
| – | – | ﹤0.01% | 2806 |
|
2024
Q1 | $640 | Hold |
38
| – | – | ﹤0.01% | 2663 |
|
2023
Q4 | $532 | Sell |
38
-34
| -47% | -$476 | ﹤0.01% | 2513 |
|
2023
Q3 | $930 | Buy |
+72
| New | +$930 | ﹤0.01% | 2259 |
|