Arkadios Wealth Advisors’s Brunswick BC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,003
| Closed | -$95K | – | 679 |
|
|
2021
Q3 | $95K | Sell |
1,003
-401
| -29% | -$38K | 0.01% | 697 |
|
|
2021
Q2 | $139K | Buy |
1,404
+1,203
| +599% | +$119K | 0.02% | 624 |
|
|
2021
Q1 | $19K | Sell |
201
-705
| -78% | -$66.6K | ﹤0.01% | 976 |
|
|
2020
Q4 | $69K | Sell |
906
-697
| -43% | -$53.1K | 0.01% | 498 |
|
|
2020
Q3 | $102K | Buy |
1,603
+703
| +78% | +$44.9K | 0.05% | 287 |
|
|
2020
Q2 | $59.3K | Buy |
+900
| New | +$59.3K | 0.03% | 346 |
|
|
2020
Q1 | – | Sell |
-31
| Closed | -$2.01K | – | 1217 |
|
|
2019
Q4 | $2.01K | Buy |
+31
| New | +$2.01K | ﹤0.01% | 820 |
|