Summit Wealth & Retirement Planning’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 |
-7,271
| Closed | -$205K | – | 106 |
|
|
2022
Q4 | $205K | Sell |
7,271
-449
| -6% | -$12.7K | 0.08% | 98 |
|
|
2022
Q3 | $240K | Hold |
7,720
| – | – | 0.1% | 95 |
|
|
2022
Q2 | $244K | Sell |
7,720
-361
| -4% | -$11.4K | 0.09% | 102 |
|
|
2022
Q1 | $447K | Sell |
8,081
-11
| -0.1% | -$608 | 0.16% | 71 |
|
|
2021
Q4 | $412K | Buy |
+8,092
| New | +$412K | 0.14% | 70 |
|