Icon Wealth Partners’s Brunswick BC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-99
| Closed | -$5K | – | 222 |
|
|
2019
Q1 | $5K | Buy |
+99
| New | +$5K | ﹤0.01% | 746 |
|
|
2018
Q3 | – | Sell |
-99
| Closed | -$6K | – | 314 |
|
|
2018
Q2 | $6K | Buy |
+99
| New | +$6K | ﹤0.01% | 737 |
|
|
2018
Q1 | – | Sell |
-80
| Closed | -$4K | – | 305 |
|
|
2017
Q4 | $4K | Buy |
+80
| New | +$4K | ﹤0.01% | 793 |
|