CWA
Clearview Wealth Advisors’s Dutch Bros BROS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,761
| Closed | -$217K | – | 96 |
|
|
2024
Q3 | $217K | Hold |
6,761
| – | – | 0.17% | 91 |
|
|
2024
Q2 | $280K | Hold |
6,761
| – | – | 0.24% | 78 |
|
|
2024
Q1 | $223K | Sell |
6,761
-234
| -3% | -$7.72K | 0.23% | 99 |
|
|
2023
Q4 | $222K | Buy |
+6,995
| New | +$222K | 0.26% | 107 |
|
|
2023
Q3 | – | Sell |
-6,995
| Closed | -$199K | – | 178 |
|
|
2023
Q2 | $199K | Hold |
6,995
| – | – | 0.2% | 110 |
|
|
2023
Q1 | $221K | Sell |
6,995
-35
| -0.5% | -$1.11K | 0.22% | 113 |
|
|
2022
Q4 | $198K | Sell |
7,030
-5
| -0.1% | -$141 | 0.15% | 94 |
|
|
2022
Q3 | $219K | Buy |
7,035
+2,618
| +59% | +$81.5K | 0.17% | 78 |
|
|
2022
Q2 | $140K | Buy |
4,417
+1,358
| +44% | +$43K | 0.1% | 96 |
|
|
2022
Q1 | $169K | Buy |
3,059
+1,080
| +55% | +$59.7K | 0.11% | 91 |
|
|
2021
Q4 | $101K | Buy |
1,979
+1,685
| +573% | +$86K | 0.06% | 153 |
|
|
2021
Q3 | $13K | Buy |
+294
| New | +$13K | 0.01% | 381 |
|