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BridgePort Financial Solutions, LLC → SMA
BridgePort Financial Solutions, LLC SMA Position History
SmartStop Self Storage REIT, Inc. • Financial Services
Quarters held
4
Latest value
$217K
Q3 2026
Peak value
$309K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $309K |
| Q1 2026 | $298K |
| Q2 2026 | $297K |
| Q3 2026 | $217K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $217K | 6.7K | — | — |
| Q2 2026 | $297K | 9.1K | — | — |
| Q1 2026 | $298K | 9.8K | — | — |
| Q4 2025 | $309K | 10.0K | — | — |