Connectus Wealth’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $21.6K | Sell |
88,115
-659
| -0.7% | -$162 | ﹤0.01% | 376 |
|
|
2023
Q4 | $18.3K | Buy |
+88,774
| New | +$18.3K | ﹤0.01% | 490 |
|
|
2023
Q1 | – | Sell |
-10,057
| Closed | -$13.5M | – | 435 |
|
|
2022
Q4 | $13.5M | Sell |
10,057
-94
| -0.9% | -$126K | 0.32% | 86 |
|
|
2022
Q3 | $14.7M | Sell |
10,151
-93,360
| -90% | -$135M | 0.31% | 96 |
|
|
2022
Q2 | $14.8M | Sell |
103,511
-177
| -0.2% | -$25.2K | 0.34% | 93 |
|
|
2022
Q1 | $16.1M | Sell |
103,688
-2,411
| -2% | -$375K | 0.51% | 61 |
|
|
2021
Q4 | $19.4M | Sell |
106,099
-656
| -0.6% | -$120K | 0.75% | 40 |
|
|
2021
Q3 | $17.8M | Sell |
106,755
-140
| -0.1% | -$23.3K | 1.99% | 21 |
|
|
2021
Q2 | $17.3M | Buy |
106,895
+6,528
| +7% | +$1.05M | 1.94% | 22 |
|
|
2021
Q1 | $15.9M | Buy |
+100,367
| New | +$15.9M | 1.91% | 22 |
|