Tradewinds Capital Management’s Dutch Bros BROS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,569
| Closed | -$81.4K | – | 556 |
|
|
2023
Q4 | $81.4K | Hold |
2,569
| – | – | 0.03% | 94 |
|
|
2023
Q3 | $59.7K | Hold |
2,569
| – | – | 0.02% | 108 |
|
|
2023
Q2 | $73.1K | Hold |
2,569
| – | – | 0.02% | 104 |
|
|
2023
Q1 | $81.3K | Buy |
+2,569
| New | +$81.3K | 0.03% | 91 |
|
|
2022
Q4 | – | Sell |
-197
| Closed | -$6K | – | 524 |
|
|
2022
Q3 | $6K | Hold |
197
| – | – | ﹤0.01% | 237 |
|
|
2022
Q2 | $6K | Hold |
197
| – | – | ﹤0.01% | 251 |
|
|
2022
Q1 | $11K | Hold |
197
| – | – | ﹤0.01% | 461 |
|
|
2021
Q4 | $10K | Sell |
197
-13
| -6% | -$660 | ﹤0.01% | 482 |
|
|
2021
Q3 | $9K | Buy |
+210
| New | +$9K | ﹤0.01% | 477 |
|