SWM
BRSP
Selective Wealth Management’s BrightSpire Capital BRSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-31,725
| Closed | -$220K | – | 92 |
|
|
2023
Q2 | $220K | Buy |
+31,725
| New | +$220K | 0.11% | 107 |
|
|
2022
Q4 | $232K | Sell |
31,725
-6,246
| -16% | -$45.6K | 0.12% | 109 |
|
|
2022
Q3 | $240K | Hold |
37,971
| – | – | 0.1% | 106 |
|
|
2022
Q2 | $287K | Hold |
37,971
| – | – | 0.1% | 110 |
|
|
2022
Q1 | $351K | Sell |
37,971
-1,099
| -3% | -$10.2K | 0.13% | 87 |
|
|
2021
Q4 | $401K | Hold |
39,070
| – | – | 0.16% | 70 |
|
|
2021
Q3 | $367K | Hold |
39,070
| – | – | 0.19% | 57 |
|
|
2021
Q2 | $367K | Hold |
39,070
| – | – | 0.29% | 40 |
|
|
2021
Q1 | $333K | Sell |
39,070
-469
| -1% | -$4K | 0.3% | 36 |
|
|
2020
Q4 | $297K | Buy |
39,539
+5,904
| +18% | +$44.3K | 0.19% | 38 |
|
|
2020
Q3 | $165K | Hold |
33,635
| – | – | 0.13% | 54 |
|
|
2020
Q2 | $236K | Buy |
+33,635
| New | +$236K | 0.2% | 38 |
|