United Capital Financial Advisors’s Franklin BSP Realty Trust FBRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-18,936
| Closed | -$268K | – | 855 |
|
|
2023
Q2 | $268K | Sell |
18,936
-1,429
| -7% | -$20.2K | ﹤0.01% | 787 |
|
|
2023
Q1 | $243K | Sell |
20,365
-158,522
| -89% | -$1.89M | ﹤0.01% | 874 |
|
|
2022
Q4 | $2.31M | Buy |
178,887
+59,238
| +50% | +$764K | 0.01% | 450 |
|
|
2022
Q3 | $1.29M | Buy |
119,649
+28,656
| +31% | +$309K | 0.01% | 559 |
|
|
2022
Q2 | $1.23M | Buy |
+90,993
| New | +$1.23M | 0.01% | 591 |
|