Legend Financial Advisors’s Brunswick BC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-100
| Closed | -$7.9K | – | 195 |
|
|
2023
Q3 | $7.9K | Hold |
100
| – | – | 0.01% | 147 |
|
|
2023
Q2 | $8.66K | Hold |
100
| – | – | 0.01% | 160 |
|
|
2023
Q1 | $8.2K | Hold |
100
| – | – | 0.01% | 166 |
|
|
2022
Q4 | $7.21K | Sell |
100
-100
| -50% | -$7.21K | 0.01% | 184 |
|
|
2022
Q3 | $13.1K | Buy |
+200
| New | +$13.1K | 0.01% | 128 |
|
|
2022
Q2 | – | Sell |
-7,770
| Closed | -$741K | – | 34 |
|
|
2022
Q1 | $741K | Buy |
7,770
+438
| +6% | +$41.8K | 0.47% | 23 |
|
|
2021
Q4 | $739K | Sell |
7,332
-438
| -6% | -$44.1K | 0.52% | 26 |
|
|
2021
Q3 | $741K | Buy |
7,770
+102
| +1% | +$9.73K | 0.47% | 23 |
|
|
2021
Q2 | $764K | Buy |
+7,668
| New | +$764K | 0.49% | 20 |
|