CSat Investment Advisory’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $52K | Buy |
342
+109
| +47% | +$16.6K | 0.04% | 180 |
|
|
2020
Q4 | $36K | Sell |
233
-322
| -58% | -$49.8K | 0.03% | 223 |
|
|
2020
Q3 | $74K | Buy |
555
+13
| +2% | +$1.73K | 0.01% | 576 |
|
|
2020
Q2 | $68K | Buy |
542
+55
| +11% | +$6.9K | 0.01% | 603 |
|
|
2020
Q1 | $46K | Buy |
487
+22
| +5% | +$2.08K | 0.01% | 542 |
|
|
2019
Q4 | $58K | Buy |
465
+97
| +26% | +$12.1K | 0.02% | 579 |
|
|
2019
Q3 | $46K | Buy |
368
+20
| +6% | +$2.5K | 0.01% | 580 |
|
|
2019
Q2 | $45K | Buy |
348
+92
| +36% | +$11.9K | 0.02% | 580 |
|
|
2019
Q1 | $27K | Buy |
256
+24
| +10% | +$2.53K | 0.01% | 246 |
|
|
2018
Q4 | $22K | Buy |
232
+136
| +142% | +$12.9K | 0.01% | 245 |
|
|
2018
Q3 | $13K | Sell |
96
-7
| -7% | -$948 | 0.01% | 310 |
|
|
2018
Q2 | $12K | Buy |
+103
| New | +$12K | 0.01% | 297 |
|