Bay Colony Advisors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,308
| Closed | -$200K | – | 351 |
|
|
2021
Q1 | $200K | Sell |
1,308
-1,229
| -48% | -$188K | 0.08% | 306 |
|
|
2020
Q4 | $389K | Buy |
2,537
+10
| +0.4% | +$1.53K | 0.21% | 152 |
|
|
2020
Q3 | $334K | Sell |
2,527
-264
| -9% | -$34.9K | 0.21% | 151 |
|
|
2020
Q2 | $352K | Sell |
2,791
-74
| -3% | -$9.33K | 0.25% | 113 |
|
|
2020
Q1 | $272K | Buy |
2,865
+727
| +34% | +$69K | 0.25% | 122 |
|
|
2019
Q4 | $283K | Buy |
+2,138
| New | +$283K | 0.18% | 184 |
|
|
2018
Q3 | – | Sell |
-7
| Closed | -$1K | – | 292 |
|
|
2018
Q2 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 890 |
|