Avantax Advisory Services’s Brunswick BC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $508K | Buy |
9,200
+1,089
| +13% | +$60.2K | ﹤0.01% | 1571 |
|
|
2025
Q1 | $437K | Buy |
8,111
+1,986
| +32% | +$107K | ﹤0.01% | 1588 |
|
|
2024
Q4 | $396K | Sell |
6,125
-800
| -12% | -$51.7K | ﹤0.01% | 1598 |
|
|
2024
Q3 | $580K | Buy |
6,925
+887
| +15% | +$74.3K | ﹤0.01% | 1318 |
|
|
2024
Q2 | $439K | Buy |
+6,038
| New | +$439K | ﹤0.01% | 1447 |
|
|
2022
Q3 | – | Sell |
-6,253
| Closed | -$409K | – | 1333 |
|
|
2022
Q2 | $409K | Sell |
6,253
-2,179
| -26% | -$143K | 0.01% | 866 |
|
|
2022
Q1 | $686K | Buy |
8,432
+88
| +1% | +$7.16K | 0.01% | 673 |
|
|
2021
Q4 | $841K | Buy |
8,344
+1,987
| +31% | +$200K | 0.01% | 572 |
|
|
2021
Q3 | $607K | Buy |
6,357
+132
| +2% | +$12.6K | 0.01% | 646 |
|
|
2021
Q2 | $620K | Buy |
6,225
+855
| +16% | +$85.2K | 0.01% | 619 |
|
|
2021
Q1 | $514K | Buy |
5,370
+2,040
| +61% | +$195K | 0.01% | 613 |
|
|
2020
Q4 | $254K | Buy |
+3,330
| New | +$254K | 0.01% | 796 |
|