Navis Wealth Advisors’s Bluerock Homes Trust BHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $141K | Buy |
11,236
+66
| +0.6% | +$826 | 0.12% | 111 |
|
|
2025
Q1 | $127K | Hold |
11,170
| – | – | 0.12% | 102 |
|
|
2024
Q4 | $148K | Buy |
+11,170
| New | +$148K | 0.16% | 97 |
|
|
2024
Q3 | – | Sell |
-16,032
| Closed | -$281K | – | 106 |
|
|
2024
Q2 | $281K | Buy |
16,032
+3,500
| +28% | +$61.3K | 0.32% | 75 |
|
|
2024
Q1 | $213K | Buy |
+12,532
| New | +$213K | 0.26% | 88 |
|