Americana Partners’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,250
| Closed | -$373K | – | 297 |
|
|
2023
Q2 | $373K | Hold |
2,250
| – | – | 0.05% | 215 |
|
|
2023
Q1 | $330K | Hold |
2,250
| – | – | 0.05% | 208 |
|
|
2022
Q4 | $302K | Sell |
2,250
-50
| -2% | -$6.71K | 0.05% | 198 |
|
|
2022
Q3 | $331K | Hold |
2,300
| – | – | 0.06% | 181 |
|
|
2022
Q2 | $327K | Buy |
+2,300
| New | +$327K | 0.06% | 182 |
|
|
2022
Q1 | – | Sell |
-2,250
| Closed | -$411K | – | 239 |
|
|
2021
Q4 | $411K | Hold |
2,250
| – | – | 0.07% | 180 |
|
|
2021
Q3 | $374K | Buy |
+2,250
| New | +$374K | 0.09% | 162 |
|