Visionary Wealth Advisors’s BRT Apartments BRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-11,590
| Closed | -$229K | – | 454 |
|
|
2023
Q2 | $229K | Sell |
11,590
-1,100
| -9% | -$21.8K | 0.02% | 411 |
|
|
2023
Q1 | $250K | Sell |
12,690
-400
| -3% | -$7.89K | 0.02% | 382 |
|
|
2022
Q4 | $257K | Buy |
13,090
+675
| +5% | +$13.3K | 0.02% | 352 |
|
|
2022
Q3 | $252K | Hold |
12,415
| – | – | 0.03% | 327 |
|
|
2022
Q2 | $267K | Buy |
12,415
+2,035
| +20% | +$43.8K | 0.02% | 343 |
|
|
2022
Q1 | $249K | Buy |
+10,380
| New | +$249K | 0.02% | 366 |
|