Accurate Investment Solutions’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-427
| Closed | -$40K | – | 52 |
|
|
2020
Q1 | $40K | Hold |
427
| – | – | 0.03% | 210 |
|
|
2019
Q4 | $53K | Hold |
427
| – | – | 0.03% | 175 |
|
|
2019
Q3 | $53K | Hold |
427
| – | – | 0.04% | 123 |
|
|
2019
Q2 | $55K | Hold |
427
| – | – | 0.04% | 112 |
|
|
2019
Q1 | $44K | Hold |
427
| – | – | 0.03% | 118 |
|
|
2018
Q4 | $41K | Hold |
427
| – | – | 0.04% | 118 |
|
|
2018
Q3 | $56K | Hold |
427
| – | – | 0.04% | 122 |
|
|
2018
Q2 | $49K | Hold |
427
| – | – | 0.04% | 147 |
|
|
2018
Q1 | $47K | Hold |
427
| – | – | 0.04% | 143 |
|
|
2017
Q4 | $39K | Hold |
427
| – | – | 0.03% | 154 |
|
|
2017
Q3 | $35K | Sell |
427
-68
| -14% | -$5.57K | 0.03% | 163 |
|
|
2017
Q2 | $37K | Buy |
495
+68
| +16% | +$5.08K | 0.03% | 139 |
|
|
2017
Q1 | $29K | Hold |
427
| – | – | 0.02% | 144 |
|
|
2016
Q4 | $28K | Hold |
427
| – | – | 0.02% | 150 |
|
|
2016
Q3 | $29K | Hold |
427
| – | – | 0.03% | 141 |
|
|
2016
Q2 | $28K | Hold |
427
| – | – | 0.03% | 139 |
|
|
2016
Q1 | $25K | Hold |
427
| – | – | 0.02% | 211 |
|
|
2015
Q4 | $23K | Buy |
+427
| New | +$23K | 0.02% | 161 |
|