Focused Wealth Management’s Dutch Bros BROS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Hold |
0
| – | – | – | 999 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 1009 |
|
|
2022
Q3 | – | Sell |
-1,880
| Closed | -$60K | – | 914 |
|
|
2022
Q2 | $60K | Hold |
1,880
| – | – | 0.01% | 265 |
|
|
2022
Q1 | $104K | Sell |
1,880
-400
| -18% | -$22.1K | 0.02% | 204 |
|
|
2021
Q4 | $116K | Buy |
2,280
+680
| +43% | +$34.6K | 0.02% | 260 |
|
|
2021
Q3 | $69K | Buy |
+1,600
| New | +$69K | 0.01% | 336 |
|