Sugarloaf Wealth Management’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 |
-100
| Closed | -$2.82K | – | 716 |
|
|
2022
Q4 | $2.82K | Hold |
100
| – | – | ﹤0.01% | 639 |
|
|
2022
Q3 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 635 |
|
|
2022
Q2 | – | Sell |
-175
| Closed | -$10K | – | 768 |
|
|
2022
Q1 | $10K | Buy |
175
+75
| +75% | +$4.29K | ﹤0.01% | 483 |
|
|
2021
Q4 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 583 |
|