Rise Advisors’s Brunswick BC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.9K | Buy |
269
+2
| +0.7% | +$110 | 0.01% | 731 |
|
|
2025
Q1 | $14.4K | Buy |
267
+28
| +12% | +$1.51K | 0.01% | 727 |
|
|
2024
Q4 | $15.5K | Sell |
239
-48
| -17% | -$3.11K | 0.01% | 810 |
|
|
2024
Q3 | $24.1K | Sell |
287
-40
| -12% | -$3.36K | 0.01% | 559 |
|
|
2024
Q2 | $23.8K | Buy |
327
+2
| +0.6% | +$146 | 0.01% | 508 |
|
|
2024
Q1 | $31.4K | Buy |
325
+232
| +249% | +$22.4K | 0.02% | 365 |
|
|
2023
Q4 | $8.99K | Buy |
93
+1
| +1% | +$97 | 0.01% | 329 |
|
|
2023
Q3 | $7.31K | Hold |
92
| – | – | 0.01% | 341 |
|
|
2023
Q2 | $7.97K | Hold |
92
| – | – | 0.01% | 371 |
|
|
2023
Q1 | $7.51K | Buy |
92
+1
| +1% | +$82 | 0.01% | 402 |
|
|
2022
Q4 | $6.57K | Hold |
91
| – | – | 0.01% | 411 |
|
|
2022
Q3 | $6K | Buy |
91
+1
| +1% | +$66 | 0.01% | 408 |
|
|
2022
Q2 | $6K | Hold |
90
| – | – | 0.01% | 411 |
|
|
2022
Q1 | $7K | Buy |
90
+51
| +131% | +$3.97K | 0.01% | 368 |
|
|
2021
Q4 | $3.97K | Buy |
+39
| New | +$3.97K | ﹤0.01% | 437 |
|