PAWA
FBRT

Palo Alto Wealth Advisors’s Franklin BSP Realty Trust FBRT Stock Holding History

Palo Alto Wealth Advisors’s Portfolio FBRT Stock Details FBRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-402,658
Closed -$4.95M – 42
2023
Q1 		$4.95M Sell
402,658
-53,563
-12% -$658K 3.96% 10
2022
Q4 		$6.05M Buy
+456,221
New +$6.05M 5.15% 8