Symmetry Investments’s Dutch Bros BROS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-29,100
| Closed | -$932K | – | 133 |
|
|
2024
Q3 | $932K | Buy |
+29,100
| New | +$932K | 0.13% | 75 |
|
|
2023
Q2 | – | Sell |
-38,916
| Closed | -$1.23M | – | 139 |
|
|
2023
Q1 | $1.23M | Buy |
+38,916
| New | +$1.23M | 0.29% | 38 |
|
|
2022
Q4 | – | Sell |
-37,521
| Closed | -$1.17M | – | 80 |
|
|
2022
Q3 | $1.17M | Buy |
+37,521
| New | +$1.17M | 0.26% | 36 |
|
|
2022
Q2 | – | Sell |
-10,000
| Closed | -$553K | – | 70 |
|
|
2022
Q1 | $553K | Buy |
10,000
+2,399
| +32% | +$133K | 0.08% | 71 |
|
|
2021
Q4 | $387K | Buy |
+7,601
| New | +$387K | 0.12% | 57 |
|