Stonebridge Capital 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
Q4 | – | Sell |
-300
| Closed | -$6.98K | – | 292 |
|
|
2023
Q3 | $6.98K | Buy |
300
+50
| +20% | +$1.16K | ﹤0.01% | 660 |
|
|
2023
Q2 | $7.11K | Buy |
250
+150
| +150% | +$4.27K | ﹤0.01% | 665 |
|
|
2023
Q1 | $3.16K | Hold |
100
| – | – | ﹤0.01% | 760 |
|
|
2022
Q4 | $2.82K | Hold |
100
| – | – | ﹤0.01% | 762 |
|
|
2022
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 734 |
|
|
2022
Q2 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 762 |
|