Altshuler Shaham’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-124
| Closed | -$22.2K | – | 255 |
|
|
2023
Q3 | $22.2K | Buy |
+124
| New | +$22.2K | ﹤0.01% | 221 |
|
|
2022
Q4 | – | Sell |
-385
| Closed | -$57K | – | 455 |
|
|
2022
Q3 | $57K | Buy |
385
+185
| +93% | +$27.4K | ﹤0.01% | 200 |
|
|
2022
Q2 | $29K | Sell |
200
-39
| -16% | -$5.66K | ﹤0.01% | 312 |
|
|
2022
Q1 | $37K | Sell |
239
-9
| -4% | -$1.39K | ﹤0.01% | 428 |
|
|
2021
Q4 | $46K | Sell |
248
-177
| -42% | -$32.8K | ﹤0.01% | 399 |
|
|
2021
Q3 | $71K | Sell |
425
-10
| -2% | -$1.67K | ﹤0.01% | 341 |
|
|
2021
Q2 | $70K | Sell |
435
-82
| -16% | -$13.2K | ﹤0.01% | 360 |
|
|
2021
Q1 | $79K | Sell |
517
-196
| -27% | -$30K | ﹤0.01% | 224 |
|
|
2020
Q4 | $109K | Buy |
713
+661
| +1,271% | +$101K | ﹤0.01% | 180 |
|
|
2020
Q3 | $7K | Buy |
+52
| New | +$7K | ﹤0.01% | 338 |
|
|
2019
Q4 | – | Sell |
-51
| Closed | -$6K | – | 507 |
|
|
2019
Q3 | $6K | Buy |
+51
| New | +$6K | ﹤0.01% | 348 |
|