Ridgecrest Wealth Partners’s Brunswick BC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.51M | Hold |
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|
2025
Q2 | $1.32M | Sell |
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|
2025
Q1 | $1.47M | Sell |
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|
2024
Q4 | $1.77M | Hold |
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|
2024
Q3 | $2.29M | Hold |
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|
2024
Q2 | $1.99M | Hold |
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|
2024
Q1 | $2.64M | Sell |
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|
2023
Q4 | $2.72M | Hold |
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|
2023
Q3 | $2.22M | Sell |
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|
2023
Q2 | $3.88M | Sell |
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|
2023
Q1 | $3.73M | Hold |
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|
2022
Q4 | $3.28M | Hold |
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|
2022
Q3 | $2.98M | Sell |
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|
2022
Q2 | $3.3M | Hold |
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|
2022
Q1 | $4.09M | Sell |
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|
2021
Q4 | $5.09M | Hold |
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|
2021
Q3 | $4.82M | Buy |
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|
2021
Q2 | $4.79M | Hold |
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|
2021
Q1 | $4.59M | Buy |
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