SOA Wealth Advisors’s Dutch Bros BROS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-200
Closed -$5.64K 971
2022
Q4
$5.64K Hold
200
﹤0.01% 609
2022
Q3
$6K Sell
200
-125
-38% -$3.75K ﹤0.01% 574
2022
Q2
$10K Sell
325
-125
-28% -$3.85K ﹤0.01% 490
2022
Q1
$24K Buy
+450
New +$24K 0.01% 429