Alta Advisers’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-500
| Closed | -$108K | – | 186 |
|
|
2024
Q3 | $108K | Hold |
500
| – | – | 0.05% | 282 |
|
|
2024
Q2 | $98.5K | Hold |
500
| – | – | 0.05% | 266 |
|
|
2024
Q1 | $102K | Hold |
500
| – | – | 0.05% | 273 |
|
|
2023
Q4 | $103K | Hold |
500
| – | – | 0.05% | 247 |
|
|
2023
Q3 | $89.5K | Hold |
500
| – | – | 0.05% | 261 |
|
|
2023
Q2 | $82.8K | Hold |
500
| – | – | 0.05% | 298 |
|
|
2023
Q1 | $73.3K | Hold |
500
| – | – | 0.04% | 316 |
|
|
2022
Q4 | $67K | Hold |
500
| – | – | 0.04% | 331 |
|
|
2022
Q3 | $72K | Buy |
+500
| New | +$72K | 0.05% | 297 |
|