Crewe Advisors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-254
| Closed | -$50K | – | 753 |
|
|
2024
Q2 | $50K | Buy |
254
+186
| +274% | +$36.6K | 0.01% | 369 |
|
|
2024
Q1 | $13.9K | Buy |
+68
| New | +$13.9K | ﹤0.01% | 566 |
|
|
2023
Q3 | – | Sell |
-32
| Closed | -$5.3K | – | 631 |
|
|
2023
Q2 | $5.3K | Hold |
32
| – | – | ﹤0.01% | 454 |
|
|
2023
Q1 | $4.69K | Sell |
32
-29
| -48% | -$4.25K | ﹤0.01% | 644 |
|
|
2022
Q4 | $8.18K | Sell |
61
-579
| -90% | -$77.7K | ﹤0.01% | 593 |
|
|
2022
Q3 | $92K | Sell |
640
-146
| -19% | -$21K | 0.02% | 235 |
|
|
2022
Q2 | $112K | Buy |
786
+699
| +803% | +$99.6K | 0.02% | 193 |
|
|
2022
Q1 | $14K | Hold |
87
| – | – | ﹤0.01% | 329 |
|
|
2021
Q4 | $16K | Hold |
87
| – | – | ﹤0.01% | 279 |
|
|
2021
Q3 | $14K | Hold |
87
| – | – | ﹤0.01% | 235 |
|
|
2021
Q2 | $14K | Hold |
87
| – | – | ﹤0.01% | 242 |
|
|
2021
Q1 | $13K | Buy |
87
+10
| +13% | +$1.49K | ﹤0.01% | 252 |
|
|
2020
Q4 | $12K | Buy |
77
+35
| +83% | +$5.46K | ﹤0.01% | 236 |
|
|
2020
Q3 | $6K | Hold |
42
| – | – | ﹤0.01% | 316 |
|
|
2020
Q2 | $5K | Buy |
+42
| New | +$5K | ﹤0.01% | 180 |
|
|
2019
Q4 | – | Sell |
-748
| Closed | -$93K | – | 252 |
|
|
2019
Q3 | $93K | Sell |
748
-2,607
| -78% | -$324K | 0.04% | 84 |
|
|
2019
Q2 | $428K | Buy |
3,355
+2,678
| +396% | +$342K | 0.14% | 45 |
|
|
2019
Q1 | $70K | Buy |
+677
| New | +$70K | 0.02% | 106 |
|
|
2018
Q3 | – | Sell |
-75
| Closed | -$9K | – | 236 |
|
|
2018
Q2 | $9K | Buy |
+75
| New | +$9K | 0.01% | 217 |
|