Evoke Wealth’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 |
-43
| Closed | -$6K | – | 472 |
|
|
2022
Q3 | $6K | Buy |
43
+12
| +39% | +$1.67K | ﹤0.01% | 838 |
|
|
2022
Q2 | $4K | Buy |
31
+7
| +29% | +$903 | ﹤0.01% | 917 |
|
|
2022
Q1 | $4K | Buy |
24
+14
| +140% | +$2.33K | ﹤0.01% | 938 |
|
|
2021
Q4 | $2K | Hold |
10
| – | – | ﹤0.01% | 1025 |
|
|
2021
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 1060 |
|
|
2021
Q2 | $2K | Hold |
10
| – | – | ﹤0.01% | 1031 |
|
|
2021
Q1 | $2K | Hold |
10
| – | – | ﹤0.01% | 1004 |
|
|
2020
Q4 | $2K | Hold |
10
| – | – | ﹤0.01% | 872 |
|
|
2020
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 909 |
|
|
2020
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 950 |
|
|
2020
Q1 | $950 | Sell |
10
-1
| -9% | -$95 | ﹤0.01% | 935 |
|
|
2019
Q4 | $1.37K | Sell |
11
-19
| -63% | -$2.36K | ﹤0.01% | 1126 |
|
|
2019
Q3 | $3.75K | Buy |
+30
| New | +$3.75K | ﹤0.01% | 1077 |
|