Jamison Private Wealth Management’s Bridge Investment Group BRDG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-1,146
| Closed | -$11.3K | – | 237 |
|
2024
Q3 | $11.3K | Buy |
1,146
+17
| +2% | +$168 | ﹤0.01% | 338 |
|
2024
Q2 | $8.37K | Buy |
1,129
+19
| +2% | +$141 | ﹤0.01% | 329 |
|
2024
Q1 | $7.61K | Buy |
1,110
+11
| +1% | +$75 | ﹤0.01% | 340 |
|
2023
Q4 | $10.7K | Buy |
1,099
+22
| +2% | +$215 | ﹤0.01% | 300 |
|
2023
Q3 | $9.91K | Buy |
+1,077
| New | +$9.91K | ﹤0.01% | 293 |
|