Peterson Wealth Services’s Brunswick BC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $738K | Sell |
13,366
-233
| -2% | -$12.9K | 0.2% | 77 |
|
|
2025
Q1 | $732K | Buy |
13,599
+331
| +2% | +$17.8K | 0.23% | 64 |
|
|
2024
Q4 | $858K | Buy |
13,268
+847
| +7% | +$54.8K | 0.26% | 72 |
|
|
2024
Q3 | $1.04M | Buy |
12,421
+2,175
| +21% | +$182K | 0.33% | 64 |
|
|
2024
Q2 | $746K | Buy |
10,246
+1,370
| +15% | +$99.7K | 0.26% | 76 |
|
|
2024
Q1 | $857K | Buy |
8,876
+5,035
| +131% | +$486K | 0.31% | 60 |
|
|
2023
Q4 | $372K | Buy |
+3,841
| New | +$372K | 0.16% | 71 |
|