Everhart Financial Group’s Brunswick BC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,146
| Closed | -$203K | – | 330 |
|
|
2024
Q4 | $203K | Sell |
3,146
-636
| -17% | -$41.1K | 0.04% | 303 |
|
|
2024
Q3 | $317K | Buy |
+3,782
| New | +$317K | 0.07% | 257 |
|
|
2024
Q2 | – | Sell |
-2,074
| Closed | -$200K | – | 297 |
|
|
2024
Q1 | $200K | Buy |
+2,074
| New | +$200K | 0.06% | 268 |
|