Harfst & Associates’s Dutch Bros BROS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,326
| Closed | -$200K | – | 93 |
|
|
2023
Q1 | $200K | Buy |
+6,326
| New | +$200K | 0.06% | 100 |
|
|
2022
Q4 | – | Sell |
-6,511
| Closed | -$203K | – | 99 |
|
|
2022
Q3 | $203K | Sell |
6,511
-50
| -0.8% | -$1.56K | 0.06% | 100 |
|
|
2022
Q2 | $207K | Buy |
+6,561
| New | +$207K | 0.06% | 108 |
|