Atlas Capital Advisors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-521
| Closed | -$84.2K | – | 947 |
|
|
2021
Q2 | $84.2K | Buy |
+521
| New | +$84.2K | 0.01% | 467 |
|
|
2019
Q1 | – | Sell |
-137
| Closed | -$13.2K | – | 565 |
|
|
2018
Q4 | $13.2K | Sell |
137
-2,424
| -95% | -$233K | 0.01% | 488 |
|
|
2018
Q3 | $332K | Buy |
+2,561
| New | +$332K | 0.11% | 228 |
|