C.M. Bidwell & Associates’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-18
| Closed | -$4.07K | – | 453 |
|
2024
Q4 | $4.07K | Hold |
18
| – | – | ﹤0.01% | 361 |
|
2024
Q3 | $3.87K | Buy |
+18
| New | +$3.87K | ﹤0.01% | 384 |
|
2017
Q1 | – | Sell |
-130
| Closed | -$9K | – | 232 |
|
2016
Q4 | $9K | Sell |
130
-4,375
| -97% | -$303K | ﹤0.01% | 221 |
|
2016
Q3 | $305K | Sell |
4,505
-380
| -8% | -$25.7K | 0.07% | 123 |
|
2016
Q2 | $319K | Hold |
4,885
| – | – | 0.08% | 111 |
|
2016
Q1 | $290K | Sell |
4,885
-525
| -10% | -$31.2K | 0.07% | 134 |
|
2015
Q4 | $291K | Buy |
5,410
+115
| +2% | +$6.19K | 0.07% | 134 |
|
2015
Q3 | $293K | Buy |
+5,295
| New | +$293K | 0.07% | 127 |
|