Column Capital Advisors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $65.4K | Sell |
365
-124
| -25% | -$22.2K | 0.01% | 281 |
|
|
2023
Q2 | $81K | Hold |
489
| – | – | 0.01% | 252 |
|
|
2023
Q1 | $71.7K | Hold |
489
| – | – | 0.01% | 271 |
|
|
2022
Q4 | $65.6K | Buy |
489
+146
| +43% | +$19.6K | 0.01% | 262 |
|
|
2022
Q3 | $50K | Hold |
343
| – | – | 0.01% | 273 |
|
|
2022
Q2 | $49K | Hold |
343
| – | – | 0.01% | 285 |
|
|
2022
Q1 | $53K | Hold |
343
| – | – | 0.01% | 280 |
|
|
2021
Q4 | $63K | Hold |
343
| – | – | 0.01% | 262 |
|
|
2021
Q3 | $57K | Sell |
343
-38
| -10% | -$6.32K | 0.01% | 253 |
|
|
2021
Q2 | $62K | Sell |
381
-80
| -17% | -$13K | 0.01% | 240 |
|
|
2021
Q1 | $71K | Sell |
461
-160
| -26% | -$24.6K | 0.02% | 220 |
|
|
2020
Q4 | $95K | Buy |
621
+3
| +0.5% | +$459 | 0.02% | 171 |
|
|
2020
Q3 | $82K | Hold |
618
| – | – | 0.03% | 177 |
|
|
2020
Q2 | $77K | Buy |
618
+64
| +12% | +$7.97K | 0.03% | 182 |
|
|
2020
Q1 | $53K | Buy |
554
+93
| +20% | +$8.9K | 0.02% | 191 |
|
|
2019
Q4 | $56K | Buy |
+461
| New | +$56K | 0.03% | 223 |
|