American Portfolios Advisors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $720K | Buy |
4,987
+148
| +3% | +$21.4K | 0.03% | 520 |
|
|
2022
Q2 | $690K | Sell |
4,839
-654
| -12% | -$93.2K | 0.03% | 544 |
|
|
2022
Q1 | $855K | Sell |
5,493
-7,232
| -57% | -$1.13M | 0.03% | 542 |
|
|
2021
Q4 | $2.33M | Buy |
12,725
+1,258
| +11% | +$230K | 0.08% | 254 |
|
|
2021
Q3 | $1.91M | Sell |
11,467
-306
| -3% | -$51K | 0.07% | 279 |
|
|
2021
Q2 | $1.9M | Buy |
11,773
+761
| +7% | +$123K | 0.07% | 271 |
|
|
2021
Q1 | $1.69M | Buy |
11,012
+5,862
| +114% | +$897K | 0.07% | 268 |
|
|
2020
Q4 | $789K | Sell |
5,150
-124
| -2% | -$19K | 0.04% | 417 |
|
|
2020
Q3 | $696K | Buy |
5,274
+623
| +13% | +$82.2K | 0.04% | 399 |
|
|
2020
Q2 | $587K | Sell |
4,651
-1,004
| -18% | -$127K | 0.04% | 396 |
|
|
2020
Q1 | $536K | Buy |
5,655
+850
| +18% | +$80.6K | 0.04% | 352 |
|
|
2019
Q4 | $594K | Buy |
4,805
+448
| +10% | +$55.3K | 0.04% | 379 |
|
|
2019
Q3 | $542K | Sell |
4,357
-314
| -7% | -$39.1K | 0.04% | 372 |
|
|
2019
Q2 | $596K | Buy |
4,671
+765
| +20% | +$97.7K | 0.05% | 343 |
|
|
2019
Q1 | $405K | Buy |
3,906
+459
| +13% | +$47.6K | 0.04% | 416 |
|
|
2018
Q4 | $332K | Sell |
3,447
-3,469
| -50% | -$334K | 0.04% | 387 |
|
|
2018
Q3 | $913K | Buy |
6,916
+1,206
| +21% | +$159K | 0.1% | 196 |
|
|
2018
Q2 | $657K | Buy |
5,710
+1,492
| +35% | +$172K | 0.09% | 226 |
|
|
2018
Q1 | $463K | Buy |
4,218
+1,057
| +33% | +$116K | 0.07% | 280 |
|
|
2017
Q4 | $286K | Buy |
+3,161
| New | +$286K | 0.05% | 377 |
|