AE Wealth Management’s BRC Inc BRCC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-10,725
| Closed | -$38.5K | – | 2060 |
|
2023
Q3 | $38.5K | Sell |
10,725
-1,520
| -12% | -$5.46K | ﹤0.01% | 1888 |
|
2023
Q2 | $63.2K | Buy |
12,245
+799
| +7% | +$4.12K | ﹤0.01% | 1828 |
|
2023
Q1 | $58.8K | Buy |
11,446
+1,380
| +14% | +$7.09K | ﹤0.01% | 1808 |
|
2022
Q4 | $61.5K | Buy |
+10,066
| New | +$61.5K | ﹤0.01% | 1742 |
|