SageView Advisory Group’s Franklin BSP Realty Trust FBRT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-20,768
Closed -$275K 590
2023
Q4
$275K Buy
20,768
+9,218
+80% +$122K 0.01% 535
2023
Q3
$153K Buy
+11,550
New +$153K 0.01% 516