TFO Wealth Partners’s Brunswick BC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3
| Closed | -$290 | – | 133 |
|
|
2024
Q1 | $290 | Hold |
3
| – | – | ﹤0.01% | 407 |
|
|
2023
Q4 | $290 | Hold |
3
| – | – | ﹤0.01% | 528 |
|
|
2023
Q3 | $260 | Hold |
3
| – | – | ﹤0.01% | 704 |
|
|
2023
Q2 | $260 | Hold |
3
| – | – | ﹤0.01% | 436 |
|
|
2023
Q1 | $246 | Hold |
3
| – | – | ﹤0.01% | 424 |
|
|
2022
Q4 | $205 | Buy |
+3
| New | +$205 | ﹤0.01% | 628 |
|
|
2022
Q1 | – | Sell |
-50
| Closed | -$5K | – | 123 |
|
|
2021
Q4 | $5K | Buy |
+50
| New | +$5K | ﹤0.01% | 108 |
|