Curi Wealth Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2
| Closed | – | – | 255 |
|
|
2022
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 628 |
|
|
2022
Q1 | $0 | Buy |
2
+1
| +100% | – | ﹤0.01% | 522 |
|
|
2021
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 492 |
|
|
2021
Q1 | – | Sell |
-1
| Closed | – | – | 148 |
|
|
2020
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 398 |
|