Valued Wealth Advisors’s Brunswick BC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $225 | Hold |
4
| – | – | ﹤0.01% | 568 |
|
|
2025
Q1 | $218 | Hold |
4
| – | – | ﹤0.01% | 605 |
|
|
2024
Q4 | $260 | Hold |
4
| – | – | ﹤0.01% | 596 |
|
|
2024
Q3 | $336 | Sell |
4
-1
| -20% | -$84 | ﹤0.01% | 564 |
|
|
2024
Q2 | $364 | Hold |
5
| – | – | ﹤0.01% | 525 |
|
|
2024
Q1 | $483 | Buy |
+5
| New | +$483 | ﹤0.01% | 498 |
|