Bellevue Group’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-3,400
| Closed | -$521K | – | 221 |
|
|
2020
Q4 | $521K | Hold |
3,400
| – | – | 0.01% | 178 |
|
|
2020
Q3 | $449K | Hold |
3,400
| – | – | 0.01% | 189 |
|
|
2020
Q2 | $429K | Hold |
3,400
| – | – | 0.01% | 180 |
|
|
2020
Q1 | $322K | Hold |
3,400
| – | – | 0.01% | 198 |
|
|
2019
Q4 | $420K | Hold |
3,400
| – | – | 0.01% | 201 |
|
|
2019
Q3 | $423K | Buy |
3,400
+538
| +19% | +$66.9K | 0.01% | 189 |
|
|
2019
Q2 | $365K | Buy |
+2,862
| New | +$365K | 0.01% | 161 |
|