Dakota Wealth Management’s Brunswick BC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,385
| Closed | -$328K | – | 726 |
|
|
2023
Q4 | $328K | Sell |
3,385
-344
| -9% | -$33.3K | 0.01% | 493 |
|
|
2023
Q3 | $295K | Sell |
3,729
-99
| -3% | -$7.82K | 0.01% | 490 |
|
|
2023
Q2 | $332K | Sell |
3,828
-219
| -5% | -$19K | 0.02% | 460 |
|
|
2023
Q1 | $332K | Buy |
4,047
+275
| +7% | +$22.6K | 0.02% | 443 |
|
|
2022
Q4 | $272K | Buy |
3,772
+369
| +11% | +$26.6K | 0.02% | 458 |
|
|
2022
Q3 | $223K | Buy |
+3,403
| New | +$223K | 0.02% | 473 |
|