Exencial Wealth Advisors’s Brunswick BC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
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|
2019
Q4 | $3.82M | Sell |
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|
2019
Q3 | $3.4M | Buy |
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|
2019
Q2 | $2.9M | Sell |
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|
2019
Q1 | $3.29M | Buy |
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|
2018
Q4 | $3.02M | Buy |
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|
2018
Q3 | $4.31M | Sell |
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|
2018
Q2 | $4.21M | Buy |
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|
2018
Q1 | $3.72M | Buy |
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|
2017
Q4 | $3.34M | Buy |
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|
2017
Q3 | $3.12M | Buy |
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|
2017
Q2 | $3.35M | Buy |
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|
2017
Q1 | $3.04M | Sell |
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|
2016
Q4 | $2.95M | Buy |
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|
2016
Q3 | $2.35M | Buy |
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|
2016
Q2 | $2.2M | Buy |
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|
2016
Q1 | $2.17M | Sell |
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|
2015
Q4 | $2.13M | Sell |
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|
2015
Q3 | $2.29M | Buy |
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|
2015
Q2 | $2.36M | Buy |
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|
2015
Q1 | $2.3M | Buy |
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