Altium Wealth Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $986K | Sell |
6,919
-6
| -0.1% | -$855 | 0.07% | 161 |
|
|
2022
Q1 | $1.08M | Hold |
6,925
| – | – | 0.07% | 148 |
|
|
2021
Q4 | $1.27M | Hold |
6,925
| – | – | 0.08% | 122 |
|
|
2021
Q3 | $1.15M | Hold |
6,925
| – | – | 0.08% | 116 |
|
|
2021
Q2 | $1.12M | Hold |
6,925
| – | – | 0.08% | 115 |
|
|
2021
Q1 | $1.06M | Hold |
6,925
| – | – | 0.09% | 113 |
|
|
2020
Q4 | $1.06M | Buy |
6,925
+53
| +0.8% | +$8.12K | 0.09% | 103 |
|
|
2020
Q3 | $907K | Hold |
6,872
| – | – | 0.09% | 104 |
|
|
2020
Q2 | $867K | Sell |
6,872
-89
| -1% | -$11.2K | 0.1% | 105 |
|
|
2020
Q1 | $660K | Sell |
6,961
-3
| -0% | -$284 | 0.09% | 113 |
|
|
2019
Q4 | $860K | Hold |
6,964
| – | – | 0.1% | 111 |
|
|
2019
Q3 | $867K | Sell |
6,964
-5
| -0.1% | -$622 | 0.12% | 107 |
|
|
2019
Q2 | $890K | Sell |
6,969
-38
| -0.5% | -$4.85K | 0.13% | 98 |
|
|
2019
Q1 | $727K | Buy |
7,007
+6
| +0.1% | +$623 | 0.12% | 123 |
|
|
2018
Q4 | $674K | Hold |
7,001
| – | – | 0.13% | 113 |
|
|
2018
Q3 | $924K | Sell |
7,001
-7
| -0.1% | -$924 | 0.18% | 91 |
|
|
2018
Q2 | $807K | Buy |
+7,008
| New | +$807K | 0.22% | 82 |
|