GW Henssler & Associates’s Brunswick BC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,805
| Closed | -$222K | – | 168 |
|
|
2023
Q3 | $222K | Buy |
+2,805
| New | +$222K | 0.02% | 166 |
|
|
2022
Q2 | – | Sell |
-4,712
| Closed | -$381K | – | 227 |
|
|
2022
Q1 | $381K | Buy |
4,712
+102
| +2% | +$8.25K | 0.02% | 156 |
|
|
2021
Q4 | $464K | Buy |
+4,610
| New | +$464K | 0.03% | 139 |
|
|
2021
Q3 | – | Sell |
-4,414
| Closed | -$440K | – | 124 |
|
|
2021
Q2 | $440K | Buy |
+4,414
| New | +$440K | 0.03% | 145 |
|