Center for Financial Planning’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-48
| Closed | -$7K | – | 500 |
|
|
2021
Q1 | $7K | Hold |
48
| – | – | ﹤0.01% | 421 |
|
|
2020
Q4 | $7K | Hold |
48
| – | – | ﹤0.01% | 373 |
|
|
2020
Q3 | $6K | Hold |
48
| – | – | ﹤0.01% | 345 |
|
|
2020
Q2 | $6K | Sell |
48
-109
| -69% | -$13.6K | ﹤0.01% | 346 |
|
|
2020
Q1 | $15K | Buy |
157
+109
| +227% | +$10.4K | 0.01% | 279 |
|
|
2019
Q4 | $6K | Buy |
+48
| New | +$6K | ﹤0.01% | 352 |
|