WealthPLAN Partners’s Dutch Bros BROS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-900
Closed -$25.6K 416
2023
Q2
$25.6K Hold
900
﹤0.01% 632
2023
Q1
$28.5K Buy
+900
New +$28.5K ﹤0.01% 659