Advisors Asset Management’s Dutch Bros BROS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-780
| Closed | -$25K | – | 1482 |
|
2024
Q3 | $25K | Sell |
780
-77
| -9% | -$2.47K | ﹤0.01% | 1367 |
|
2024
Q2 | $35.5K | Sell |
857
-16
| -2% | -$662 | ﹤0.01% | 1327 |
|
2024
Q1 | $28.8K | Sell |
873
-9
| -1% | -$297 | ﹤0.01% | 1336 |
|
2023
Q4 | $27.9K | Buy |
882
+78
| +10% | +$2.47K | ﹤0.01% | 1334 |
|
2023
Q3 | $18.7K | Buy |
+804
| New | +$18.7K | ﹤0.01% | 1367 |
|