Cypress Wealth Services’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-2,516
| Closed | -$317K | – | 29 |
|
|
2020
Q2 | $317K | Hold |
2,516
| – | – | 0.08% | 197 |
|
|
2020
Q1 | $239K | Hold |
2,516
| – | – | 0.07% | 209 |
|
|
2019
Q4 | $311K | Hold |
2,516
| – | – | 0.08% | 187 |
|
|
2019
Q3 | $313K | Hold |
2,516
| – | – | 0.09% | 184 |
|
|
2019
Q2 | $321K | Hold |
2,516
| – | – | 0.09% | 180 |
|
|
2019
Q1 | $261K | Hold |
2,516
| – | – | 0.08% | 198 |
|
|
2018
Q4 | $242K | Hold |
2,516
| – | – | 0.1% | 177 |
|
|
2018
Q3 | $332K | Hold |
2,516
| – | – | 0.12% | 156 |
|
|
2018
Q2 | $290K | Hold |
2,516
| – | – | 0.11% | 165 |
|
|
2018
Q1 | $276K | Sell |
2,516
-50
| -2% | -$5.49K | 0.12% | 145 |
|
|
2017
Q4 | $232K | Buy |
+2,566
| New | +$232K | 0.1% | 177 |
|