Personal CFO Solutions’s Brunswick BC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $210K | Buy |
+3,798
| New | +$210K | 0.04% | 458 |
|
|
2025
Q1 | – | Sell |
-3,659
| Closed | -$237K | – | 453 |
|
|
2024
Q4 | $237K | Sell |
3,659
-376
| -9% | -$24.3K | 0.05% | 394 |
|
|
2024
Q3 | $338K | Buy |
4,035
+320
| +9% | +$26.8K | 0.05% | 369 |
|
|
2024
Q2 | $270K | Sell |
3,715
-146
| -4% | -$10.6K | 0.04% | 418 |
|
|
2024
Q1 | $373K | Buy |
3,861
+20
| +0.5% | +$1.93K | 0.06% | 336 |
|
|
2023
Q4 | $372K | Sell |
3,841
-139
| -3% | -$13.5K | 0.06% | 314 |
|
|
2023
Q3 | $314K | Sell |
3,980
-188
| -5% | -$14.9K | 0.06% | 307 |
|
|
2023
Q2 | $361K | Buy |
4,168
+62
| +2% | +$5.37K | 0.07% | 283 |
|
|
2023
Q1 | $337K | Buy |
4,106
+501
| +14% | +$41.1K | 0.07% | 275 |
|
|
2022
Q4 | $260K | Buy |
3,605
+191
| +6% | +$13.8K | 0.06% | 342 |
|
|
2022
Q3 | $223K | Sell |
3,414
-129
| -4% | -$8.43K | 0.06% | 336 |
|
|
2022
Q2 | $232K | Sell |
3,543
-16
| -0.4% | -$1.05K | 0.05% | 341 |
|
|
2022
Q1 | $288K | Buy |
3,559
+165
| +5% | +$13.4K | 0.06% | 343 |
|
|
2021
Q4 | $342K | Buy |
3,394
+13
| +0.4% | +$1.31K | 0.06% | 284 |
|
|
2021
Q3 | $322K | Sell |
3,381
-141
| -4% | -$13.4K | 0.07% | 268 |
|
|
2021
Q2 | $351K | Buy |
3,522
+118
| +3% | +$11.8K | 0.07% | 248 |
|
|
2021
Q1 | $325K | Buy |
3,404
+123
| +4% | +$11.7K | 0.07% | 238 |
|
|
2020
Q4 | $250K | Buy |
+3,281
| New | +$250K | 0.06% | 288 |
|