Disciplined Investments’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-15
| Closed | -$2.48K | – | 295 |
|
|
2023
Q2 | $2.48K | Sell |
15
-1
| -6% | -$166 | ﹤0.01% | 578 |
|
|
2023
Q1 | $2.35K | Buy |
16
+4
| +33% | +$586 | ﹤0.01% | 604 |
|
|
2022
Q4 | $1.61K | Sell |
12
-6
| -33% | -$805 | ﹤0.01% | 700 |
|
|
2022
Q3 | $3K | Sell |
18
-2
| -10% | -$333 | ﹤0.01% | 498 |
|
|
2022
Q2 | $3K | Buy |
20
+3
| +18% | +$450 | ﹤0.01% | 518 |
|
|
2022
Q1 | $3K | Buy |
+17
| New | +$3K | ﹤0.01% | 543 |
|