Advisory Research’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-12,149
| Closed | -$1.86M | – | 348 |
|
|
2020
Q4 | $1.86M | Sell |
12,149
-93,561
| -89% | -$14.3M | 0.14% | 128 |
|
|
2020
Q3 | $14M | Sell |
105,710
-14,735
| -12% | -$1.95M | 1.36% | 20 |
|
|
2020
Q2 | $15.2M | Buy |
+120,445
| New | +$15.2M | 1.35% | 19 |
|
|
2019
Q1 | – | Sell |
-2,980
| Closed | -$287K | – | 351 |
|
|
2018
Q4 | $287K | Buy |
2,980
+718
| +32% | +$69.2K | 0.01% | 343 |
|
|
2018
Q3 | $298K | Sell |
2,262
-1,546
| -41% | -$204K | ﹤0.01% | 343 |
|
|
2018
Q2 | $438K | Buy |
3,808
+706
| +23% | +$81.2K | 0.01% | 323 |
|
|
2018
Q1 | $340K | Buy |
+3,102
| New | +$340K | 0.01% | 337 |
|