Lumature Wealth Partners’s Broadstone Net Lease BNL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$11.7M Sell
760,650
-641,951
-46% -$9.91M 6.97% 1
2023
Q1
$23.9M Sell
1,402,601
-364,274
-21% -$6.2M 13.37% 1
2022
Q4
$28.6M Sell
1,766,875
-121,097
-6% -$1.96M 16.01% 1
2022
Q3
$29.3M Sell
1,887,972
-118,013
-6% -$1.83M 15.71% 1
2022
Q2
$41.1M Sell
2,005,985
-124,826
-6% -$2.56M 18.33% 1
2022
Q1
$46.4M Sell
2,130,811
-46,042
-2% -$1M 18.62% 1
2021
Q4
$54M Sell
2,176,853
-118,606
-5% -$2.94M 20.99% 1
2021
Q3
$57M Sell
2,295,459
-286,426
-11% -$7.11M 23.27% 1
2021
Q2
$60.4M Buy
2,581,885
+661,477
+34% +$15.5M 25% 1
2021
Q1
$35.1M Buy
+1,920,408
New +$35.1M 18.47% 1