DC Investments Management’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 |
-2,694
| Closed | -$340K | – | 102 |
|
|
2020
Q2 | $340K | Buy |
+2,694
| New | +$340K | 0.13% | 145 |
|
|
2019
Q2 | – | Sell |
-3,480
| Closed | -$361K | – | 330 |
|
|
2019
Q1 | $361K | Hold |
3,480
| – | – | 0.23% | 191 |
|
|
2018
Q4 | $335K | Sell |
3,480
-1,264
| -27% | -$122K | 0.27% | 179 |
|
|
2018
Q3 | $626K | Sell |
4,744
-144
| -3% | -$19K | 0.42% | 46 |
|
|
2018
Q2 | $563K | Sell |
4,888
-809
| -14% | -$93.2K | 0.36% | 98 |
|
|
2018
Q1 | $625K | Sell |
5,697
-2,307
| -29% | -$253K | 0.42% | 81 |
|
|
2017
Q4 | $725K | Buy |
+8,004
| New | +$725K | 0.3% | 89 |
|