Steward Financial Group’s Brunswick BC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $62K | Sell |
786
-24
| -3% | -$1.89K | 0.02% | 128 |
|
2023
Q2 | $70K | Buy |
+810
| New | +$70K | 0.02% | 116 |
|
2022
Q3 | – | Sell |
-786
| Closed | -$51K | – | 194 |
|
2022
Q2 | $51K | Buy |
786
+39
| +5% | +$2.53K | 0.04% | 85 |
|
2022
Q1 | $60K | Hold |
747
| – | – | 0.05% | 75 |
|
2021
Q4 | $75K | Buy |
+747
| New | +$75K | 0.07% | 54 |
|