Foundations Investment Advisors’s Bluerock Residential Growth REIT, Inc. BRG Stock Holding History

Foundations Investment Advisors’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	-13,748	Closed	-$368K	–	465
2022 Q3	$368K	Hold	13,748	–	–	0.02%	295
2022 Q2	$358K	Hold	13,748	–	–	0.02%	277
2022 Q1	$364K	Buy	+13,748	New	+$365K	0.01%	244

Other funds holding BRG

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

Foundations Investment Advisors's BRG Position: Q4 2022 in Review

Foundations Investment Advisors sold out of Bluerock Residential Growth REIT, Inc. (BRG) in Q4 2022, closing a stake of 13,748 shares — an estimated $368K sold.

Foundations Investment Advisors first reported a position in BRG in Q1 2022 and held it in 3 quarters. The position peaked at $368K in Q3 2022. 1 fund tracked by Wall St. Rank holds BRG as of Q4 2022.

Foundations Investment Advisors reported no remaining Bluerock Residential Growth REIT, Inc. position as of Q4 2022 after selling out during the quarter.
Foundations Investment Advisors sold 13,748 Bluerock Residential Growth REIT, Inc. shares in Q4 2022, an estimated $368K.
Foundations Investment Advisors first reported a position in Bluerock Residential Growth REIT, Inc. in Q1 2022 and held it in 3 quarters.
Foundations Investment Advisors's Bluerock Residential Growth REIT, Inc. position peaked at $368K in Q3 2022.
1 fund tracked by Wall St. Rank held Bluerock Residential Growth REIT, Inc. as of Q4 2022.

Based on Foundations Investment Advisors's 13F filing for Q4 2022, filed 11 Jan 2023.