AE Wealth Management’s Brunswick BC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-7,374
| Closed | -$735K | – | 1606 |
|
|
2021
Q2 | $735K | Buy |
7,374
+1,565
| +27% | +$156K | 0.01% | 956 |
|
|
2021
Q1 | $554K | Sell |
5,809
-3,917
| -40% | -$374K | 0.01% | 978 |
|
|
2020
Q4 | $742K | Sell |
9,726
-1,784
| -15% | -$136K | 0.01% | 808 |
|
|
2020
Q3 | $678K | Buy |
+11,510
| New | +$678K | 0.01% | 750 |
|