Whipplewood 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
$1.88K Sell
34
-14
-29% -$773 ﹤0.01% 897
2025
Q1
$1.83K Buy
48
+14
+41% +$534 ﹤0.01% 906
2024
Q4
$2.2K Buy
+34
New +$2.2K ﹤0.01% 855