Advisor Partners’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | $830K | Buy |
5,821
+859
| +17% | +$122K | 0.06% | 336 |
|
2022
Q1 | $773K | Sell |
4,962
-601
| -11% | -$93.6K | 0.05% | 376 |
|
2021
Q4 | $1.02M | Buy |
5,563
+199
| +4% | +$36.4K | 0.06% | 300 |
|
2021
Q3 | $894K | Sell |
5,364
-218
| -4% | -$36.3K | 0.06% | 300 |
|
2021
Q2 | $902K | Sell |
5,582
-96
| -2% | -$15.5K | 0.06% | 312 |
|
2021
Q1 | $869K | Sell |
5,678
-581
| -9% | -$88.9K | 0.06% | 311 |
|
2020
Q4 | $959K | Buy |
6,259
+270
| +5% | +$41.4K | 0.07% | 265 |
|
2020
Q3 | $791K | Sell |
5,989
-47
| -0.8% | -$6.21K | 0.07% | 267 |
|
2020
Q2 | $762K | Buy |
6,036
+253
| +4% | +$31.9K | 0.07% | 251 |
|
2020
Q1 | $548K | Sell |
5,783
-2,007
| -26% | -$190K | 0.07% | 267 |
|
2019
Q4 | $999K | Buy |
7,790
+302
| +4% | +$38.7K | 0.1% | 193 |
|
2019
Q3 | $932K | Sell |
7,488
-32
| -0.4% | -$3.98K | 0.11% | 193 |
|
2019
Q2 | $960K | Buy |
7,520
+215
| +3% | +$27.4K | 0.12% | 182 |
|
2019
Q1 | $757K | Buy |
7,305
+8
| +0.1% | +$829 | 0.1% | 210 |
|
2018
Q4 | $702K | Buy |
7,297
+2,659
| +57% | +$256K | 0.11% | 203 |
|
2018
Q3 | $612K | Buy |
4,638
+22
| +0.5% | +$2.9K | 0.08% | 258 |
|
2018
Q2 | $531K | Buy |
4,616
+433
| +10% | +$49.8K | 0.09% | 264 |
|
2018
Q1 | $459K | Buy |
4,183
+415
| +11% | +$45.5K | 0.09% | 282 |
|
2017
Q4 | $361K | Buy |
3,768
+662
| +21% | +$63.4K | 0.06% | 351 |
|
2017
Q3 | $251K | Sell |
3,106
-74
| -2% | -$5.98K | 0.05% | 395 |
|
2017
Q2 | $240K | Buy |
+3,180
| New | +$240K | 0.06% | 390 |
|