Schwarz Dygos Wheeler Investment Advisors’s The Brand House Collective, Inc. Common Stock TBHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-13,250
| Closed | -$109K | – | 113 |
|
|
2020
Q3 | $109K | Sell |
13,250
-76,469
| -85% | -$629K | 0.06% | 96 |
|
|
2020
Q2 | $264K | Sell |
89,719
-100,031
| -53% | -$294K | 0.17% | 71 |
|
|
2020
Q1 | $147K | Sell |
189,750
-34,000
| -15% | -$26.3K | 0.12% | 78 |
|
|
2019
Q4 | $277K | Sell |
223,750
-8,000
| -3% | -$9.9K | 0.19% | 70 |
|
|
2019
Q3 | $357K | Buy |
231,750
+97,500
| +73% | +$150K | 0.28% | 58 |
|
|
2019
Q2 | $303K | Buy |
+134,250
| New | +$303K | 0.25% | 63 |
|