Camarda Financial Advisors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-298
| Closed | -$38K | – | 98 |
|
|
2019
Q2 | $38K | Hold |
298
| – | – | 0.07% | 89 |
|
|
2019
Q1 | $31K | Buy |
298
+9
| +3% | +$936 | 0.06% | 102 |
|
|
2018
Q4 | $28K | Hold |
289
| – | – | 0.03% | 101 |
|
|
2018
Q3 | $38K | Hold |
289
| – | – | 0.04% | 121 |
|
|
2018
Q2 | $33K | Hold |
289
| – | – | 0.03% | 124 |
|
|
2018
Q1 | $32K | Hold |
289
| – | – | 0.03% | 113 |
|
|
2017
Q4 | $26K | Hold |
289
| – | – | 0.03% | 128 |
|
|
2017
Q3 | $23K | Hold |
289
| – | – | 0.02% | 142 |
|
|
2017
Q2 | $22K | Buy |
+289
| New | +$22K | 0.02% | 139 |
|
|
2017
Q1 | – | Sell |
-21,039
| Closed | -$1.4M | – | 183 |
|
|
2016
Q4 | $1.4M | Sell |
21,039
-1,083
| -5% | -$71.8K | 0.95% | 47 |
|
|
2016
Q3 | $1.5M | Buy |
22,122
+849
| +4% | +$57.6K | 0.91% | 38 |
|
|
2016
Q2 | $1.39M | Buy |
21,273
+21,026
| +8,513% | +$1.37M | 0.88% | 42 |
|
|
2016
Q1 | $15K | Buy |
+247
| New | +$15K | 0.01% | 175 |
|