IFP Advisors’s Brunswick BC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $31.5K | Buy |
433
+4
| +0.9% | +$323 | ﹤0.01% | 2518 |
|
|
2025
Q4 | $31.8K | Buy |
429
+53
| +14% | +$3.59K | ﹤0.01% | 2454 |
|
|
2025
Q3 | $23.8K | Sell |
376
-5
| -1% | -$310 | ﹤0.01% | 2498 |
|
|
2025
Q2 | $21K | Buy |
381
+318
| +505% | +$16.1K | ﹤0.01% | 2522 |
|
|
2025
Q1 | $3.39K | Buy |
63
+34
| +117% | +$2.13K | ﹤0.01% | 2975 |
|
|
2024
Q4 | $1.88K | Sell |
29
-16
| -36% | -$1.25K | ﹤0.01% | 3123 |
|
|
2024
Q3 | $3.77K | Buy |
45
+7
| +18% | +$544 | ﹤0.01% | 2759 |
|
|
2024
Q2 | $2.77K | Buy |
38
+22
| +138% | +$1.8K | ﹤0.01% | 2750 |
|
|
2024
Q1 | $1.5K | Buy |
16
+13
| +433% | +$1.14K | ﹤0.01% | 2765 |
|
|
2023
Q4 | $244 | Hold |
3
| – | – | ﹤0.01% | 2927 |
|
|
2023
Q3 | $199 | Hold |
3
| – | – | ﹤0.01% | 3195 |
|
|
2023
Q2 | $260 | Buy |
+3
| New | +$245 | ﹤0.01% | 3286 |
|
|
2023
Q1 | – | Sell |
-296
| Closed | -$25K | – | 3444 |
|
|
2022
Q4 | $25K | Sell |
296
-174
| -37% | -$12.4K | ﹤0.01% | 2703 |
|
|
2022
Q3 | $37K | Buy |
470
+95
| +25% | +$7.13K | ﹤0.01% | 2608 |
|
|
2022
Q2 | $29K | Hold |
375
| – | – | ﹤0.01% | 2541 |
|
|
2022
Q1 | $29K | Sell |
375
-962
| -72% | -$88.7K | ﹤0.01% | 2541 |
|
|
2021
Q4 | $133K | Buy |
1,337
+324
| +32% | +$31.7K | ﹤0.01% | 1144 |
|
|
2021
Q3 | $95K | Buy |
1,013
+1,007
| +16,783% | +$100K | ﹤0.01% | 1319 |
|
|
2021
Q2 | $1K | Buy |
+6
| New | +$611 | ﹤0.01% | 2864 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3130 |
|
|
2020
Q4 | – | Sell |
-28
| Closed | -$1.98K | – | 3042 |
|
|
2020
Q3 | $2K | Sell |
28
-102
| -78% | -$6.51K | ﹤0.01% | 2446 |
|
|
2020
Q2 | $8K | Sell |
130
-29
| -18% | -$1.45K | ﹤0.01% | 1886 |
|
|
2020
Q1 | $6K | Buy |
159
+6
| +4% | +$318 | ﹤0.01% | 1977 |
|
|
2019
Q4 | $9K | Hold |
153
| – | – | ﹤0.01% | 1955 |
|
|
2019
Q3 | $7K | Buy |
+153
| New | +$7.3K | ﹤0.01% | 2204 |
|
|
2019
Q1 | $13K | Buy |
239
+137
| +134% | +$6.91K | ﹤0.01% | 1490 |
|
|
2018
Q4 | $5K | Sell |
102
-245
| -71% | -$13.1K | ﹤0.01% | 2817 |
|
|
2018
Q3 | $23K | Buy |
347
+144
| +71% | +$9.53K | ﹤0.01% | 2371 |
|
|
2018
Q2 | $13K | Buy |
203
+100
| +97% | +$6.24K | ﹤0.01% | 2725 |
|
|
2018
Q1 | $6K | Hold |
103
| – | – | ﹤0.01% | 3049 |
|
|
2017
Q4 | $6K | Sell |
103
-80
| -44% | -$4.35K | ﹤0.01% | 3095 |
|
|
2017
Q3 | $10K | Hold |
183
| – | – | ﹤0.01% | 3007 |
|
|
2017
Q2 | $11K | Buy |
183
+50
| +38% | +$2.91K | ﹤0.01% | 2938 |
|
|
2017
Q1 | $8K | Buy |
133
+30
| +29% | +$1.77K | ﹤0.01% | 3028 |
|
|
2016
Q4 | $6K | Sell |
103
-162
| -61% | -$8.02K | ﹤0.01% | 3176 |
|
|
2016
Q3 | $13K | Buy |
265
+95
| +56% | +$4.54K | ﹤0.01% | 2658 |
|
|
2016
Q2 | $8K | Sell |
170
-69
| -29% | -$3.27K | ﹤0.01% | 2853 |
|
|
2016
Q1 | $13K | Buy |
239
+59
| +33% | +$2.55K | ﹤0.01% | 1490 |
|
|
2015
Q4 | $9K | Buy |
+180
| New | +$9.28K | ﹤0.01% | 2620 |
|
Other funds holding BC
VPM
VCM
