Geneos Wealth Management’s Bluerock Residential Growth REIT, Inc. BRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-616
| Closed | -$7K | – | 2569 |
|
|
2019
Q2 | $7K | Buy |
616
+10
| +2% | +$114 | ﹤0.01% | 2048 |
|
|
2019
Q1 | $6K | Buy |
606
+10
| +2% | +$99 | ﹤0.01% | 2018 |
|
|
2018
Q4 | $5K | Buy |
596
+10
| +2% | +$84 | ﹤0.01% | 2017 |
|
|
2018
Q3 | $5K | Buy |
586
+11
| +2% | +$94 | ﹤0.01% | 2085 |
|
|
2018
Q2 | $5K | Buy |
575
+11
| +2% | +$96 | ﹤0.01% | 1943 |
|
|
2018
Q1 | $4K | Buy |
564
+5
| +0.9% | +$35 | ﹤0.01% | 1925 |
|
|
2017
Q4 | $5K | Sell |
559
-591
| -51% | -$5.29K | ﹤0.01% | 1845 |
|
|
2017
Q3 | $12K | Buy |
+1,150
| New | +$12K | ﹤0.01% | 1533 |
|