Baron Financial Group’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-443
| Closed | -$63.2K | – | 71 |
|
|
2022
Q2 | $63.2K | Hold |
443
| – | – | 0.04% | 75 |
|
|
2022
Q1 | $69K | Hold |
443
| – | – | 0.04% | 77 |
|
|
2021
Q4 | $81K | Hold |
443
| – | – | 0.05% | 72 |
|
|
2021
Q3 | $73.8K | Hold |
443
| – | – | 0.04% | 74 |
|
|
2021
Q2 | $71.6K | Hold |
443
| – | – | 0.04% | 77 |
|
|
2021
Q1 | $67.8K | Hold |
443
| – | – | 0.05% | 81 |
|
|
2020
Q4 | $67.9K | Hold |
443
| – | – | 0.05% | 77 |
|
|
2020
Q3 | $58.5K | Buy |
+443
| New | +$58.5K | 0.06% | 80 |
|