Donoghue Forlines’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,821
| Closed | -$1.25M | – | 123 |
|
|
2024
Q3 | $1.25M | Sell |
5,821
-4,817
| -45% | -$1.04M | 0.36% | 94 |
|
|
2024
Q2 | $2.1M | Sell |
10,638
-232
| -2% | -$45.7K | 0.6% | 26 |
|
|
2024
Q1 | $2.23M | Buy |
10,870
+839
| +8% | +$172K | 0.63% | 28 |
|
|
2023
Q4 | $2.06M | Buy |
10,031
+6,009
| +149% | +$1.24M | 0.65% | 27 |
|
|
2023
Q3 | $720K | Buy |
+4,022
| New | +$720K | 0.26% | 113 |
|
|
2019
Q3 | – | Sell |
-19,748
| Closed | -$2.52M | – | 162 |
|
|
2019
Q2 | $2.52M | Buy |
+19,748
| New | +$2.52M | 0.3% | 107 |
|