Annapolis Financial Services’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-200
| Closed | -$41.2K | – | 373 |
|
|
2023
Q4 | $41.2K | Sell |
200
-100
| -33% | -$20.6K | 0.01% | 216 |
|
|
2023
Q3 | $53.7K | Buy |
300
+100
| +50% | +$17.9K | 0.02% | 181 |
|
|
2023
Q2 | $33.1K | Hold |
200
| – | – | 0.01% | 220 |
|
|
2023
Q1 | $29.3K | Hold |
200
| – | – | 0.01% | 216 |
|
|
2022
Q4 | $26.8K | Hold |
200
| – | – | 0.01% | 221 |
|
|
2022
Q3 | $29K | Hold |
200
| – | – | 0.01% | 219 |
|
|
2022
Q2 | $29K | Hold |
200
| – | – | 0.01% | 217 |
|
|
2022
Q1 | $31K | Hold |
200
| – | – | 0.01% | 223 |
|
|
2021
Q4 | $37K | Buy |
200
+139
| +228% | +$25.7K | 0.01% | 215 |
|
|
2021
Q3 | $10K | Hold |
61
| – | – | ﹤0.01% | 289 |
|
|
2021
Q2 | $10K | Buy |
+61
| New | +$10K | ﹤0.01% | 265 |
|