Prestige Wealth Management Group’s Brunswick BC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58.4K | Hold |
1,057
| – | – | 0.01% | 238 |
|
|
2025
Q1 | $56.9K | Hold |
1,057
| – | – | 0.01% | 236 |
|
|
2024
Q4 | $68.4K | Hold |
1,057
| – | – | 0.01% | 229 |
|
|
2024
Q3 | $88.6K | Hold |
1,057
| – | – | 0.02% | 201 |
|
|
2024
Q2 | $76.9K | Hold |
1,057
| – | – | 0.02% | 193 |
|
|
2024
Q1 | $102K | Buy |
1,057
+1,016
| +2,478% | +$98.1K | 0.02% | 199 |
|
|
2023
Q4 | $3.97K | Hold |
41
| – | – | ﹤0.01% | 628 |
|
|
2023
Q3 | $3.24K | Hold |
41
| – | – | ﹤0.01% | 653 |
|
|
2023
Q2 | $3.55K | Hold |
41
| – | – | ﹤0.01% | 665 |
|
|
2023
Q1 | $3.36K | Hold |
41
| – | – | ﹤0.01% | 655 |
|
|
2022
Q4 | $2.96K | Hold |
41
| – | – | ﹤0.01% | 742 |
|
|
2022
Q3 | $3K | Hold |
41
| – | – | ﹤0.01% | 641 |
|
|
2022
Q2 | $3K | Sell |
41
-4
| -9% | -$293 | ﹤0.01% | 670 |
|
|
2022
Q1 | $4K | Hold |
45
| – | – | ﹤0.01% | 649 |
|
|
2021
Q4 | $5K | Hold |
45
| – | – | ﹤0.01% | 621 |
|
|
2021
Q3 | $4K | Hold |
45
| – | – | ﹤0.01% | 670 |
|
|
2021
Q2 | $4K | Hold |
45
| – | – | ﹤0.01% | 667 |
|
|
2021
Q1 | $4K | Hold |
45
| – | – | ﹤0.01% | 649 |
|
|
2020
Q4 | $3K | Buy |
45
+4
| +10% | +$267 | ﹤0.01% | 667 |
|
|
2020
Q3 | $2K | Sell |
41
-322
| -89% | -$15.7K | ﹤0.01% | 664 |
|
|
2020
Q2 | $24K | Hold |
363
| – | – | 0.01% | 301 |
|
|
2020
Q1 | $12K | Buy |
363
+41
| +13% | +$1.36K | 0.01% | 347 |
|
|
2019
Q4 | $19K | Hold |
322
| – | – | 0.01% | 297 |
|
|
2019
Q3 | $17K | Hold |
322
| – | – | 0.01% | 296 |
|
|
2019
Q2 | $15K | Hold |
322
| – | – | 0.01% | 297 |
|
|
2019
Q1 | $16K | Sell |
322
-58
| -15% | -$2.88K | 0.01% | 302 |
|
|
2018
Q4 | $18K | Buy |
+380
| New | +$18K | 0.01% | 322 |
|