Evolution Wealth Advisors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-20
| Closed | -$3K | – | 222 |
|
|
2021
Q3 | $3K | Hold |
20
| – | – | ﹤0.01% | 594 |
|
|
2021
Q2 | $3K | Sell |
20
-43
| -68% | -$6.45K | ﹤0.01% | 578 |
|
|
2021
Q1 | $10K | Buy |
63
+43
| +215% | +$6.83K | ﹤0.01% | 409 |
|
|
2020
Q4 | $3K | Hold |
20
| – | – | ﹤0.01% | 504 |
|
|
2020
Q3 | $3K | Hold |
20
| – | – | ﹤0.01% | 488 |
|
|
2020
Q2 | $3K | Buy |
+20
| New | +$3K | ﹤0.01% | 421 |
|
|
2020
Q1 | – | Sell |
-21
| Closed | -$3K | – | 354 |
|
|
2019
Q4 | $3K | Buy |
+21
| New | +$3K | ﹤0.01% | 487 |
|
|
2019
Q3 | – | Sell |
-20
| Closed | -$3K | – | 492 |
|
|
2019
Q2 | $3K | Buy |
+20
| New | +$3K | ﹤0.01% | 329 |
|