Atlas Private Wealth Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $2.54M | Buy |
12,376
+1,157
| +10% | +$237K | 1.07% | 29 |
|
|
2023
Q4 | $2.31M | Buy |
11,219
+301
| +3% | +$61.9K | 1.09% | 29 |
|
|
2023
Q3 | $1.95M | Buy |
10,918
+439
| +4% | +$78.6K | 1.05% | 28 |
|
|
2023
Q2 | $1.74M | Buy |
10,479
+948
| +10% | +$157K | 0.92% | 35 |
|
|
2023
Q1 | $1.4M | Buy |
9,531
+400
| +4% | +$58.6K | 0.84% | 39 |
|
|
2022
Q4 | $1.22M | Buy |
9,131
+1,464
| +19% | +$196K | 0.57% | 40 |
|
|
2022
Q3 | $1.11M | Buy |
7,667
+582
| +8% | +$84K | 0.8% | 41 |
|
|
2022
Q2 | $1.01M | Buy |
7,085
+238
| +3% | +$33.9K | 0.69% | 45 |
|
|
2022
Q1 | $1.07M | Buy |
6,847
+1,490
| +28% | +$232K | 0.62% | 52 |
|
|
2021
Q4 | $979K | Buy |
5,357
+19
| +0.4% | +$3.47K | 0.55% | 60 |
|
|
2021
Q3 | $889K | Buy |
5,338
+517
| +11% | +$86.1K | 0.54% | 58 |
|
|
2021
Q2 | $779K | Buy |
4,821
+512
| +12% | +$82.7K | 0.48% | 62 |
|
|
2021
Q1 | $660K | Buy |
4,309
+1,042
| +32% | +$160K | 0.42% | 67 |
|
|
2020
Q4 | $501K | Buy |
3,267
+699
| +27% | +$107K | 0.36% | 73 |
|
|
2020
Q3 | $339K | Buy |
2,568
+750
| +41% | +$99K | 0.27% | 83 |
|
|
2020
Q2 | $229K | Buy |
1,818
+126
| +7% | +$15.9K | 0.18% | 101 |
|
|
2020
Q1 | $160K | Buy |
1,692
+1,492
| +746% | +$141K | 0.15% | 116 |
|
|
2019
Q4 | $25K | Buy |
+200
| New | +$25K | 0.02% | 265 |
|