Connecticut Wealth Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,152
| Closed | -$315K | – | 265 |
|
|
2023
Q1 | $315K | Hold |
2,152
| – | – | 0.02% | 189 |
|
|
2022
Q4 | $289K | Buy |
2,152
+348
| +19% | +$46.7K | 0.02% | 159 |
|
|
2022
Q3 | $260K | Buy |
+1,804
| New | +$260K | 0.02% | 161 |
|
|
2022
Q2 | – | Sell |
-1,396
| Closed | -$217K | – | 189 |
|
|
2022
Q1 | $217K | Sell |
1,396
-1
| -0.1% | -$155 | 0.02% | 180 |
|
|
2021
Q4 | $255K | Hold |
1,397
| – | – | 0.02% | 175 |
|
|
2021
Q3 | $233K | Hold |
1,397
| – | – | 0.02% | 184 |
|
|
2021
Q2 | $226K | Sell |
1,397
-390
| -22% | -$63.1K | 0.02% | 179 |
|
|
2021
Q1 | $274K | Buy |
+1,787
| New | +$274K | 0.03% | 134 |
|