Bedel Financial Consulting’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-136
| Closed | -$21K | – | 291 |
|
|
2022
Q1 | $21K | Hold |
136
| – | – | 0.01% | 539 |
|
|
2021
Q4 | $25K | Hold |
136
| – | – | 0.01% | 519 |
|
|
2021
Q3 | $23K | Hold |
136
| – | – | 0.01% | 524 |
|
|
2021
Q2 | $22K | Hold |
136
| – | – | 0.01% | 539 |
|
|
2021
Q1 | $21K | Hold |
136
| – | – | 0.01% | 506 |
|
|
2020
Q4 | $21K | Hold |
136
| – | – | 0.01% | 441 |
|
|
2020
Q3 | $18K | Hold |
136
| – | – | 0.01% | 434 |
|
|
2020
Q2 | $17K | Hold |
136
| – | – | 0.01% | 420 |
|
|
2020
Q1 | $13K | Hold |
136
| – | – | 0.01% | 437 |
|
|
2019
Q4 | $17K | Hold |
136
| – | – | 0.01% | 422 |
|
|
2019
Q3 | $17K | Hold |
136
| – | – | 0.01% | 408 |
|
|
2019
Q2 | $17K | Hold |
136
| – | – | 0.01% | 410 |
|
|
2019
Q1 | $14K | Hold |
136
| – | – | 0.01% | 433 |
|
|
2018
Q4 | $13K | Hold |
136
| – | – | 0.01% | 420 |
|
|
2018
Q3 | $16K | Hold |
136
| – | – | 0.01% | 405 |
|
|
2018
Q2 | $16K | Hold |
136
| – | – | 0.01% | 407 |
|
|
2018
Q1 | $15K | Buy |
+136
| New | +$15K | 0.01% | 418 |
|