Moody Aldrich Partners’s Brunswick BC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,731
| Closed | -$221K | – | 146 |
|
|
2022
Q1 | $221K | Buy |
2,731
+660
| +32% | +$53.4K | 0.03% | 146 |
|
|
2021
Q4 | $209K | Buy |
+2,071
| New | +$209K | 0.03% | 153 |
|
|
2021
Q3 | – | Sell |
-2,101
| Closed | -$209K | – | 169 |
|
|
2021
Q2 | $209K | Sell |
2,101
-31
| -1% | -$3.08K | 0.03% | 168 |
|
|
2021
Q1 | $203K | Buy |
+2,132
| New | +$203K | 0.03% | 178 |
|
|
2017
Q1 | – | Sell |
-32,715
| Closed | -$1.78M | – | 93 |
|
|
2016
Q4 | $1.78M | Buy |
+32,715
| New | +$1.78M | 1.15% | 35 |
|