SWRP
BRSP

Summit Wealth & Retirement Planning’s BrightSpire Capital BRSP Stock Holding History

Summit Wealth & Retirement Planning’s Portfolio BRSP Stock Details BRSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-10,928
Closed -$81.3K – 65
2023
Q4 		$81.3K Hold
10,928
– – 0.03% 54
2023
Q3 		$68.4K Hold
10,928
– – 0.03% 57
2023
Q2 		$73.5K Buy
+10,928
New +$73.5K 0.03% 59