Baystate Wealth Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $17.1K | Buy |
83
+1
| +1% | +$206 | ﹤0.01% | 594 |
|
|
2023
Q3 | $14.8K | Hold |
82
| – | – | ﹤0.01% | 513 |
|
|
2023
Q2 | $13.7K | Hold |
82
| – | – | ﹤0.01% | 518 |
|
|
2023
Q1 | $12K | Buy |
82
+1
| +1% | +$147 | ﹤0.01% | 529 |
|
|
2022
Q4 | $11K | Hold |
81
| – | – | ﹤0.01% | 548 |
|
|
2022
Q3 | $12K | Buy |
81
+1
| +1% | +$148 | ﹤0.01% | 504 |
|
|
2022
Q2 | $12K | Hold |
80
| – | – | ﹤0.01% | 526 |
|
|
2022
Q1 | $13K | Hold |
80
| – | – | ﹤0.01% | 524 |
|
|
2021
Q4 | $15K | Buy |
80
+1
| +1% | +$188 | ﹤0.01% | 505 |
|
|
2021
Q3 | $13K | Hold |
79
| – | – | ﹤0.01% | 491 |
|
|
2021
Q2 | $13K | Hold |
79
| – | – | ﹤0.01% | 477 |
|
|
2021
Q1 | $12K | Hold |
79
| – | – | ﹤0.01% | 443 |
|
|
2020
Q4 | $12K | Hold |
79
| – | – | ﹤0.01% | 408 |
|
|
2020
Q3 | $10K | Buy |
79
+1
| +1% | +$127 | ﹤0.01% | 391 |
|
|
2020
Q2 | $10K | Sell |
78
-203
| -72% | -$26K | ﹤0.01% | 387 |
|
|
2020
Q1 | $27K | Sell |
281
-55
| -16% | -$5.29K | ﹤0.01% | 250 |
|
|
2019
Q4 | $42K | Buy |
336
+1
| +0.3% | +$125 | 0.01% | 246 |
|
|
2019
Q3 | $42K | Sell |
335
-65
| -16% | -$8.15K | 0.01% | 219 |
|
|
2019
Q2 | $52K | Hold |
400
| – | – | 0.01% | 207 |
|
|
2019
Q1 | $47K | Sell |
400
-674
| -63% | -$79.2K | 0.01% | 215 |
|
|
2018
Q4 | $109K | Buy |
1,074
+1
| +0.1% | +$101 | 0.02% | 129 |
|
|
2018
Q3 | $128K | Buy |
1,073
+1
| +0.1% | +$119 | 0.02% | 108 |
|
|
2018
Q2 | $126K | Buy |
1,072
+3
| +0.3% | +$353 | 0.02% | 109 |
|
|
2018
Q1 | $117K | Buy |
+1,069
| New | +$117K | 0.02% | 116 |
|