Berman Capital Advisors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $47K | Buy |
284
+18
| +7% | +$2.98K | 0.01% | 696 |
|
|
2021
Q2 | $43K | Buy |
266
+4
| +2% | +$647 | 0.01% | 636 |
|
|
2021
Q1 | $40K | Hold |
262
| – | – | 0.01% | 556 |
|
|
2020
Q4 | $40K | Buy |
262
+14
| +6% | +$2.14K | 0.01% | 465 |
|
|
2020
Q3 | $32K | Hold |
248
| – | – | 0.01% | 461 |
|
|
2020
Q2 | $31K | Buy |
248
+48
| +24% | +$6K | 0.01% | 426 |
|
|
2020
Q1 | $19K | Sell |
200
-3
| -1% | -$285 | 0.01% | 500 |
|
|
2019
Q4 | $25K | Buy |
203
+1
| +0.5% | +$123 | 0.01% | 468 |
|
|
2019
Q3 | $25K | Hold |
202
| – | – | 0.01% | 449 |
|
|
2019
Q2 | $25K | Hold |
202
| – | – | 0.01% | 448 |
|
|
2019
Q1 | $20K | Sell |
202
-18
| -8% | -$1.78K | 0.01% | 449 |
|
|
2018
Q4 | $21K | Buy |
+220
| New | +$21K | 0.01% | 379 |
|