Altium Wealth Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $986K | Sell |
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|
2022
Q1 | $1.08M | Hold |
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|
2021
Q4 | $1.27M | Hold |
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|
2021
Q3 | $1.15M | Hold |
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|
2021
Q2 | $1.12M | Hold |
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|
2021
Q1 | $1.06M | Hold |
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|
2020
Q4 | $1.06M | Buy |
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|
2020
Q3 | $907K | Hold |
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|
2020
Q2 | $867K | Sell |
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|
2020
Q1 | $660K | Sell |
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|
2019
Q4 | $860K | Hold |
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|
2019
Q3 | $867K | Sell |
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|
2019
Q2 | $890K | Sell |
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|
2019
Q1 | $727K | Buy |
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|
2018
Q4 | $674K | Hold |
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|
2018
Q3 | $924K | Sell |
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|
2018
Q2 | $807K | Buy |
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