Key Financial Inc’s Brunswick BC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-223
| Closed | -$14.6K | – | 1169 |
|
|
2022
Q4 | $14.6K | Hold |
223
| – | – | 0.01% | 549 |
|
|
2022
Q3 | $15K | Sell |
223
-438
| -66% | -$29.5K | 0.01% | 545 |
|
|
2022
Q2 | $44K | Hold |
661
| – | – | 0.02% | 382 |
|
|
2022
Q1 | $53K | Hold |
661
| – | – | 0.03% | 352 |
|
|
2021
Q4 | $67K | Hold |
661
| – | – | 0.03% | 301 |
|
|
2021
Q3 | $63K | Hold |
661
| – | – | 0.04% | 304 |
|
|
2021
Q2 | $69K | Buy |
+661
| New | +$69K | 0.04% | 294 |
|