Belpointe Asset Management’s Dutch Bros BROS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-16,664
| Closed | -$527K | – | 939 |
|
|
2023
Q1 | $527K | Sell |
16,664
-598
| -3% | -$18.9K | 0.03% | 542 |
|
|
2022
Q4 | $487K | Sell |
17,262
-2,487
| -13% | -$70.1K | 0.03% | 553 |
|
|
2022
Q3 | $615K | Sell |
19,749
-14,527
| -42% | -$452K | 0.04% | 434 |
|
|
2022
Q2 | $1.08M | Buy |
34,276
+17,458
| +104% | +$552K | 0.07% | 279 |
|
|
2022
Q1 | $930K | Buy |
16,818
+7,645
| +83% | +$423K | 0.06% | 358 |
|
|
2021
Q4 | $463K | Sell |
9,173
-9,957
| -52% | -$503K | 0.03% | 542 |
|
|
2021
Q3 | $427K | Buy |
+19,130
| New | +$427K | 0.03% | 554 |
|