IFP Advisors’s Bluerock Residential Growth REIT, Inc. BRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-9,568
| Closed | -$90K | – | 4666 |
|
|
2022
Q4 | $90K | Sell |
9,568
-2,035
| -18% | -$54.5K | ﹤0.01% | 1815 |
|
|
2022
Q3 | $107K | Buy |
11,603
+932
| +9% | +$24.6K | ﹤0.01% | 1815 |
|
|
2022
Q2 | $99K | Hold |
10,671
| – | – | ﹤0.01% | 1694 |
|
|
2022
Q1 | $99K | Buy |
10,671
+9,866
| +1,226% | +$262K | ﹤0.01% | 1694 |
|
|
2021
Q4 | $22K | Sell |
805
-245
| -23% | -$3.89K | ﹤0.01% | 1915 |
|
|
2021
Q3 | $13K | Buy |
+1,050
| New | +$12.2K | ﹤0.01% | 2183 |
|
|
2019
Q4 | – | Sell |
-4,517
| Closed | -$53K | – | 3204 |
|
|
2019
Q3 | $53K | Buy |
+4,517
| New | +$54K | ﹤0.01% | 1348 |
|
|
2019
Q1 | $81K | Sell |
7,503
-1,620
| -18% | -$16.9K | 0.01% | 774 |
|
|
2018
Q4 | $82K | Buy |
9,123
+92
| +1% | +$849 | 0.01% | 1311 |
|
|
2018
Q3 | $88K | Buy |
9,031
+95
| +1% | +$903 | ﹤0.01% | 1569 |
|
|
2018
Q2 | $80K | Buy |
8,936
+1,882
| +27% | +$16.7K | ﹤0.01% | 1623 |
|
|
2018
Q1 | $71K | Hold |
7,054
| – | – | ﹤0.01% | 1601 |
|
|
2017
Q4 | $71K | Buy |
7,054
+2,314
| +49% | +$25.7K | ﹤0.01% | 1614 |
|
|
2017
Q3 | $52K | Buy |
4,740
+1,350
| +40% | +$15.4K | ﹤0.01% | 1970 |
|
|
2017
Q2 | $44K | Hold |
3,390
| – | – | ﹤0.01% | 2060 |
|
|
2017
Q1 | $42K | Buy |
3,390
+20
| +0.6% | +$255 | ﹤0.01% | 2035 |
|
|
2016
Q4 | $46K | Buy |
+3,370
| New | +$43.1K | ﹤0.01% | 1943 |
|
|
2016
Q2 | – | Sell |
-7,503
| Closed | -$81K | – | 4144 |
|
|
2016
Q1 | $81K | Buy |
+7,503
| New | +$78.2K | 0.01% | 774 |
|
IFP Advisors's BRG Position: Q1 2023 in Review
IFP Advisors sold out of Bluerock Residential Growth REIT, Inc. (BRG) in Q1 2023, closing a stake of 9,568 shares — an estimated $90K sold.
IFP Advisors first reported a position in BRG in Q1 2016 and held it in 18 quarters. The position peaked at $107K in Q3 2022. 0 funds tracked by Wall St. Rank hold BRG as of Q1 2023.
- IFP Advisors reported no remaining Bluerock Residential Growth REIT, Inc. position as of Q1 2023 after selling out during the quarter.
- IFP Advisors sold 9,568 Bluerock Residential Growth REIT, Inc. shares in Q1 2023, an estimated $90K.
- IFP Advisors first reported a position in Bluerock Residential Growth REIT, Inc. in Q1 2016 and held it in 18 quarters.
- IFP Advisors's Bluerock Residential Growth REIT, Inc. position peaked at $107K in Q3 2022.
- 0 funds tracked by Wall St. Rank held Bluerock Residential Growth REIT, Inc. as of Q1 2023.
Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.