Advocacy Wealth Management Services’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-19
| Closed | -$2K | – | 151 |
|
|
2019
Q2 | $2K | Buy |
+19
| New | +$2K | ﹤0.01% | 162 |
|
|
2017
Q4 | – | Sell |
-89
| Closed | -$7K | – | 220 |
|
|
2017
Q3 | $7K | Hold |
89
| – | – | ﹤0.01% | 217 |
|
|
2017
Q2 | $7K | Hold |
89
| – | – | ﹤0.01% | 214 |
|
|
2017
Q1 | $6K | Hold |
89
| – | – | ﹤0.01% | 246 |
|
|
2016
Q4 | $6K | Hold |
89
| – | – | ﹤0.01% | 237 |
|
|
2016
Q3 | $6K | Hold |
89
| – | – | ﹤0.01% | 305 |
|
|
2016
Q2 | $6K | Sell |
89
-473
| -84% | -$31.9K | ﹤0.01% | 331 |
|
|
2016
Q1 | $33K | Buy |
+562
| New | +$33K | 0.02% | 221 |
|