Liberty 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4,825
| Closed | -$61K | – | 1200 |
|
|
2021
Q3 | $61K | Buy |
4,825
+76
| +2% | +$961 | 0.02% | 387 |
|
|
2021
Q2 | $48K | Buy |
4,749
+72
| +2% | +$728 | 0.02% | 328 |
|
|
2021
Q1 | $48K | Hold |
4,677
| – | – | 0.02% | 287 |
|
|
2020
Q4 | $48K | Buy |
4,677
+157
| +3% | +$1.61K | 0.02% | 284 |
|
|
2020
Q3 | $34K | Buy |
4,520
+91
| +2% | +$685 | 0.02% | 307 |
|
|
2020
Q2 | $12K | Buy |
4,429
+137
| +3% | +$371 | 0.01% | 464 |
|
|
2020
Q1 | $24K | Buy |
+4,292
| New | +$24K | 0.02% | 334 |
|