Royal Fund Management’s Dutch Bros BROS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-20,800
| Closed | -$861K | – | 271 |
|
|
2024
Q2 | $861K | Sell |
20,800
-200
| -1% | -$8.28K | 0.07% | 177 |
|
|
2024
Q1 | $693K | Sell |
21,000
-400
| -2% | -$13.2K | 0.07% | 198 |
|
|
2023
Q4 | $678K | Sell |
21,400
-3,100
| -13% | -$98.2K | 0.08% | 191 |
|
|
2023
Q3 | $570K | Sell |
24,500
-200
| -0.8% | -$4.65K | 0.08% | 180 |
|
|
2023
Q2 | $703K | Sell |
24,700
-1,300
| -5% | -$37K | 0.09% | 172 |
|
|
2023
Q1 | $822K | Buy |
26,000
+21,600
| +491% | +$683K | 0.12% | 154 |
|
|
2022
Q4 | $124K | Buy |
+4,400
| New | +$124K | 0.02% | 204 |
|