Ceera Investments’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-15,122
| Closed | -$2.16M | – | 70 |
|
|
2022
Q2 | $2.16M | Hold |
15,122
| – | – | 1.23% | 31 |
|
|
2022
Q1 | $2.36M | Sell |
15,122
-40
| -0.3% | -$6.23K | 1.17% | 32 |
|
|
2021
Q4 | $2.77M | Sell |
15,162
-30
| -0.2% | -$5.49K | 1.44% | 32 |
|
|
2021
Q3 | $2.53M | Hold |
15,192
| – | – | 1.39% | 31 |
|
|
2021
Q2 | $2.45M | Hold |
15,192
| – | – | 1.86% | 26 |
|
|
2021
Q1 | $2.33M | Buy |
+15,192
| New | +$2.33M | 1.89% | 25 |
|