Toth Financial Advisory’s Brunswick BC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-8,910
Closed -$850K 685
2021
Q1
$850K Buy
8,910
+3,650
+69% +$348K 0.14% 119
2020
Q4
$401K Buy
+5,260
New +$401K 0.07% 153