EverSource Wealth Advisors’s Brunswick BC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Buy |
21,183
+20,675
| +4,070% | +$1.14M | 0.05% | 241 |
|
|
2025
Q1 | $27.4K | Buy |
508
+315
| +163% | +$17K | ﹤0.01% | 1523 |
|
|
2024
Q4 | $12.5K | Buy |
193
+13
| +7% | +$841 | ﹤0.01% | 1882 |
|
|
2024
Q3 | $15.1K | Sell |
180
-4
| -2% | -$335 | ﹤0.01% | 1640 |
|
|
2024
Q2 | $15K | Buy |
184
+19
| +12% | +$1.55K | ﹤0.01% | 1653 |
|
|
2024
Q1 | $13.3K | Buy |
165
+9
| +6% | +$726 | ﹤0.01% | 1555 |
|
|
2023
Q4 | $15.1K | Buy |
156
+44
| +39% | +$4.26K | ﹤0.01% | 1378 |
|
|
2023
Q3 | $8.85K | Hold |
112
| – | – | ﹤0.01% | 1468 |
|
|
2023
Q2 | $9.7K | Sell |
112
-5
| -4% | -$433 | ﹤0.01% | 1455 |
|
|
2023
Q1 | $9.59K | Buy |
117
+5
| +4% | +$410 | ﹤0.01% | 1379 |
|
|
2022
Q4 | $8.07K | Buy |
112
+17
| +18% | +$1.23K | ﹤0.01% | 1411 |
|
|
2022
Q3 | $6K | Buy |
+95
| New | +$6K | ﹤0.01% | 1276 |
|