Atria Wealth Solutions’s Dutch Bros BROS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-8,585
| Closed | -$272K | – | 1871 |
|
|
2023
Q1 | $272K | Buy |
8,585
+779
| +10% | +$24.6K | ﹤0.01% | 1467 |
|
|
2022
Q4 | $220K | Sell |
7,806
-1,656
| -18% | -$46.7K | ﹤0.01% | 1543 |
|
|
2022
Q3 | $295K | Sell |
9,462
-539
| -5% | -$16.8K | 0.01% | 1302 |
|
|
2022
Q2 | $317K | Buy |
10,001
+1,071
| +12% | +$33.9K | 0.01% | 1164 |
|
|
2022
Q1 | $494K | Buy |
+8,930
| New | +$494K | 0.01% | 1075 |
|