Bank Julius Baer & Co’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.39M | Buy |
+18,059
| New | +$4.39M | 0.01% | 257 |
|
2021
Q4 | – | Sell |
-973
| Closed | -$162K | – | 837 |
|
2021
Q3 | $162K | Sell |
973
-129
| -12% | -$21.5K | ﹤0.01% | 567 |
|
2021
Q2 | $178K | Buy |
1,102
+1
| +0.1% | +$162 | ﹤0.01% | 575 |
|
2021
Q1 | $169K | Sell |
1,101
-329
| -23% | -$50.5K | ﹤0.01% | 564 |
|
2020
Q4 | $219K | Buy |
+1,430
| New | +$219K | ﹤0.01% | 567 |
|