Plante Moran Financial Advisors’s Brunswick BC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-149
| Closed | -$10.8K | – | 875 |
|
|
2024
Q2 | $10.8K | Hold |
149
| – | – | ﹤0.01% | 575 |
|
|
2024
Q1 | $14.4K | Hold |
149
| – | – | ﹤0.01% | 549 |
|
|
2023
Q4 | $14.4K | Hold |
149
| – | – | ﹤0.01% | 506 |
|
|
2023
Q3 | $11.8K | Hold |
149
| – | – | ﹤0.01% | 512 |
|
|
2023
Q2 | $12.9K | Hold |
149
| – | – | ﹤0.01% | 514 |
|
|
2023
Q1 | $12.2K | Hold |
149
| – | – | ﹤0.01% | 528 |
|
|
2022
Q4 | $10.7K | Hold |
149
| – | – | ﹤0.01% | 569 |
|
|
2022
Q3 | $10K | Hold |
149
| – | – | ﹤0.01% | 574 |
|
|
2022
Q2 | $10K | Hold |
149
| – | – | ﹤0.01% | 601 |
|
|
2022
Q1 | $12K | Hold |
149
| – | – | ﹤0.01% | 574 |
|
|
2021
Q4 | $15K | Sell |
149
-150
| -50% | -$15.1K | ﹤0.01% | 613 |
|
|
2021
Q3 | $28K | Hold |
299
| – | – | 0.01% | 484 |
|
|
2021
Q2 | $30K | Buy |
299
+150
| +101% | +$15.1K | 0.01% | 473 |
|
|
2021
Q1 | $14K | Sell |
149
-275
| -65% | -$25.8K | ﹤0.01% | 593 |
|
|
2020
Q4 | $32K | Buy |
424
+275
| +185% | +$20.8K | 0.01% | 431 |
|
|
2020
Q3 | $9K | Buy |
+149
| New | +$9K | ﹤0.01% | 619 |
|