Capital Asset Advisory Services’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
-599
Closed -$92K 763
2020
Q4
$92K Buy
+599
New +$92K 0.02% 478
2020
Q2
Sell
-3,876
Closed -$442K 573
2020
Q1
$442K Sell
3,876
-1,269
-25% -$145K 0.12% 144
2019
Q4
$616K Buy
+5,145
New +$616K 0.14% 136