Fusion Family Wealth’s BRT Apartments BRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-7,250
| Closed | -$83K | – | 164 |
|
|
2018
Q4 | $83K | Hold |
7,250
| – | – | 0.02% | 94 |
|
|
2018
Q3 | $87K | Hold |
7,250
| – | – | 0.02% | 92 |
|
|
2018
Q2 | $92K | Hold |
7,250
| – | – | 0.03% | 95 |
|
|
2018
Q1 | $85K | Hold |
7,250
| – | – | 0.03% | 85 |
|
|
2017
Q4 | $850K | Buy |
+7,250
| New | +$850K | 0.21% | 30 |
|
|
2017
Q3 | – | Sell |
-7,250
| Closed | -$1K | – | 235 |
|
|
2017
Q2 | $1K | Hold |
7,250
| – | – | ﹤0.01% | 261 |
|
|
2017
Q1 | $0 | Buy |
7,250
+3,000
| +71% | – | ﹤0.01% | 333 |
|
|
2016
Q4 | $1K | Buy |
+4,250
| New | +$1K | ﹤0.01% | 357 |
|