Clearstead Advisors’s Brunswick BC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $204K | Buy |
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|
2025
Q1 | $133K | Buy |
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|
2024
Q4 | $157K | Hold |
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|
2024
Q3 | $204K | Hold |
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|
2024
Q2 | $177K | Hold |
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|
2024
Q1 | $203K | Hold |
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|
2023
Q4 | $235K | Sell |
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|
2023
Q3 | $378K | Buy |
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|
2023
Q2 | $203K | Hold |
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|
2023
Q1 | $192K | Hold |
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|
2022
Q4 | $169K | Hold |
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|
2022
Q3 | $153K | Sell |
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|
2022
Q2 | $155K | Hold |
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|
2022
Q1 | $192K | Hold |
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|
2021
Q4 | $239K | Buy |
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|
2021
Q3 | $225K | Hold |
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|
2021
Q2 | $235K | Buy |
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|
2021
Q1 | $1K | Hold |
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|
2020
Q4 | $1K | Hold |
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|
2020
Q3 | $1K | Buy |
|