Bartlett & Co’s Brunswick BC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | $51K | Hold |
520
| – | – | ﹤0.01% | 702 |
|
2023
Q3 | $41K | Hold |
520
| – | – | ﹤0.01% | 693 |
|
2023
Q2 | $45K | Buy |
520
+370
| +247% | +$32K | ﹤0.01% | 688 |
|
2023
Q1 | $12K | Hold |
150
| – | – | ﹤0.01% | 789 |
|
2022
Q4 | $11K | Hold |
150
| – | – | ﹤0.01% | 810 |
|
2022
Q3 | $10K | Hold |
150
| – | – | ﹤0.01% | 817 |
|
2022
Q2 | $10K | Hold |
150
| – | – | ﹤0.01% | 856 |
|
2022
Q1 | $12K | Buy |
+150
| New | +$12K | ﹤0.01% | 799 |
|
2021
Q4 | – | Sell |
-37
| Closed | -$4K | – | 445 |
|
2021
Q3 | $4K | Buy |
+37
| New | +$4K | ﹤0.01% | 780 |
|