Jamison Private Wealth Management’s Dutch Bros BROS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-833
| Closed | -$26.7K | – | 238 |
|
|
2024
Q3 | $26.7K | Buy |
833
+500
| +150% | +$16K | ﹤0.01% | 286 |
|
|
2024
Q2 | $13.8K | Hold |
333
| – | – | ﹤0.01% | 309 |
|
|
2024
Q1 | $11K | Sell |
333
-12,054
| -97% | -$398K | ﹤0.01% | 325 |
|
|
2023
Q4 | $392K | Sell |
12,387
-2,605
| -17% | -$82.5K | 0.07% | 140 |
|
|
2023
Q3 | $349K | Buy |
+14,992
| New | +$349K | 0.07% | 142 |
|