Berger 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
Q1 | – | Sell |
-28,370
| Closed | -$5.19M | – | 270 |
|
|
2021
Q4 | $5.19M | Buy |
28,370
+788
| +3% | +$144K | 0.69% | 43 |
|
|
2021
Q3 | $4.6M | Sell |
27,582
-56
| -0.2% | -$9.33K | 0.83% | 38 |
|
|
2021
Q2 | $4.46M | Buy |
27,638
+901
| +3% | +$146K | 0.81% | 42 |
|
|
2021
Q1 | $4.09M | Buy |
+26,737
| New | +$4.09M | 0.89% | 44 |
|