Abner Herrman & Brock’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-974
| Closed | -$200K | – | 91 |
|
|
2023
Q4 | $200K | Buy |
+974
| New | +$200K | 0.03% | 91 |
|
|
2023
Q2 | – | Sell |
-1,940
| Closed | -$284K | – | 101 |
|
|
2023
Q1 | $284K | Hold |
1,940
| – | – | 0.04% | 85 |
|
|
2022
Q4 | $260K | Hold |
1,940
| – | – | 0.04% | 85 |
|
|
2022
Q3 | $280K | Buy |
+1,940
| New | +$280K | 0.05% | 74 |
|