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

Focused 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	-254	Closed	-$7K	–	1195
2022 Q3	$7K	Buy	254 +2	+0.8%	+$53	﹤0.01%	574
2022 Q2	$7K	Sell	252 -2,269	-90%	-$59.9K	﹤0.01%	573
2022 Q1	$67K	Buy	2,521 +16	+0.6%	+$424	0.01%	278
2021 Q4	$66K	Buy	2,505 +31	+1%	+$492	0.01%	338
2021 Q3	$32K	Buy	2,474 +38	+2%	+$440	0.01%	436
2021 Q2	$25K	Buy	2,436 +7	+0.3%	+$68	﹤0.01%	478
2021 Q1	$25K	Buy	+2,429	New	+$27.3K	﹤0.01%	472

Other funds holding BRG

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

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

Focused Wealth Management sold out of Bluerock Residential Growth REIT, Inc. (BRG) in Q4 2022, closing a stake of 254 shares — an estimated $7K sold.

Focused Wealth Management first reported a position in BRG in Q1 2021 and held it in 7 quarters. The position peaked at $67K in Q1 2022. 1 fund tracked by Wall St. Rank holds BRG as of Q4 2022.

Focused Wealth Management reported no remaining Bluerock Residential Growth REIT, Inc. position as of Q4 2022 after selling out during the quarter.
Focused Wealth Management sold 254 Bluerock Residential Growth REIT, Inc. shares in Q4 2022, an estimated $7K.
Focused Wealth Management first reported a position in Bluerock Residential Growth REIT, Inc. in Q1 2021 and held it in 7 quarters.
Focused Wealth Management's Bluerock Residential Growth REIT, Inc. position peaked at $67K in Q1 2022.
1 fund tracked by Wall St. Rank held Bluerock Residential Growth REIT, Inc. as of Q4 2022.

Based on Focused Wealth Management's 13F filing for Q4 2022, filed 13 Jan 2023.