Ergoteles’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-13,454
| Closed | -$1.94M | – | 1470 |
|
|
2022
Q3 | $1.94M | Buy |
+13,454
| New | +$1.94M | 0.07% | 284 |
|
|
2022
Q1 | – | Sell |
-2,233
| Closed | -$408K | – | 1241 |
|
|
2021
Q4 | $408K | Buy |
2,233
+294
| +15% | +$53.7K | 0.02% | 724 |
|
|
2021
Q3 | $323K | Sell |
1,939
-3,851
| -67% | -$642K | 0.01% | 766 |
|
|
2021
Q2 | $935K | Buy |
+5,790
| New | +$935K | 0.02% | 530 |
|
|
2021
Q1 | – | Sell |
-2,236
| Closed | -$343K | – | 813 |
|
|
2020
Q4 | $343K | Buy |
+2,236
| New | +$343K | 0.01% | 510 |
|