Axxcess Wealth Management’s Dutch Bros BROS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-6,475
Closed -$202K 616
2022
Q3
$202K Sell
6,475
-520
-7% -$16.2K 0.02% 498
2022
Q2
$221K Sell
6,995
-10,140
-59% -$320K 0.02% 471
2022
Q1
$947K Buy
+17,135
New +$947K 0.07% 227