Tradition Wealth 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 |
-550
| Closed | -$17K | – | 481 |
|
|
2023
Q4 | $17K | Buy |
+550
| New | +$17K | ﹤0.01% | 878 |
|
|
2022
Q4 | – | Sell |
-90
| Closed | -$3K | – | 1163 |
|
|
2022
Q3 | $3K | Hold |
90
| – | – | ﹤0.01% | 1141 |
|
|
2022
Q2 | $3K | Sell |
90
-100
| -53% | -$3.33K | ﹤0.01% | 1033 |
|
|
2022
Q1 | $11K | Buy |
190
+15
| +9% | +$868 | ﹤0.01% | 869 |
|
|
2021
Q4 | $9K | Buy |
+175
| New | +$9K | ﹤0.01% | 935 |
|