Allegis Investment Advisors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $1.36M | Sell |
12,380
-2,734
| -18% | -$300K | 0.42% | 56 |
|
|
2017
Q4 | $1.37M | Sell |
15,114
-560
| -4% | -$50.7K | 0.4% | 70 |
|
|
2017
Q3 | $1.27M | Buy |
15,674
+4,662
| +42% | +$377K | 0.3% | 89 |
|
|
2017
Q2 | $832K | Buy |
+11,012
| New | +$832K | 0.21% | 111 |
|
|
2016
Q1 | – | Sell |
-195
| Closed | -$10K | – | 273 |
|
|
2015
Q4 | $10K | Buy |
+195
| New | +$10K | 0.01% | 662 |
|