Summit Place Financial 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
Q3 | – | Sell |
-11,625
| Closed | -$331K | – | 89 |
|
|
2023
Q2 | $331K | Buy |
11,625
+2,425
| +26% | +$69K | 0.21% | 77 |
|
|
2023
Q1 | $291K | Buy |
+9,200
| New | +$291K | 0.21% | 83 |
|
|
2022
Q4 | – | Sell |
-6,795
| Closed | -$212K | – | 84 |
|
|
2022
Q3 | $212K | Sell |
6,795
-740
| -10% | -$23.1K | 0.2% | 85 |
|
|
2022
Q2 | $238K | Buy |
7,535
+1,990
| +36% | +$62.9K | 0.2% | 96 |
|
|
2022
Q1 | $306K | Buy |
+5,545
| New | +$306K | 0.21% | 94 |
|