Sendero Wealth Management’s Brunswick BC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.96M | Buy |
53,513
+1,827
| +4% | +$101K | 0.37% | 56 |
|
|
2025
Q1 | $2.78M | Buy |
51,686
+38,326
| +287% | +$2.06M | 0.39% | 53 |
|
|
2024
Q4 | $864K | Sell |
13,360
-25,188
| -65% | -$1.63M | 0.13% | 89 |
|
|
2024
Q3 | $3.23M | Buy |
38,548
+2,946
| +8% | +$247K | 0.51% | 41 |
|
|
2024
Q2 | $2.59M | Buy |
35,602
+1,149
| +3% | +$83.6K | 0.44% | 46 |
|
|
2024
Q1 | $3.33M | Buy |
34,453
+4,242
| +14% | +$409K | 0.57% | 35 |
|
|
2023
Q4 | $2.92M | Buy |
+30,211
| New | +$2.92M | 0.55% | 39 |
|