Ferris Capital’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-352
| Closed | -$36K | – | 227 |
|
|
2019
Q1 | $36K | Hold |
352
| – | – | 0.01% | 295 |
|
|
2018
Q4 | $34K | Buy |
352
+20
| +6% | +$1.93K | 0.02% | 279 |
|
|
2018
Q3 | $44K | Hold |
332
| – | – | 0.02% | 269 |
|
|
2018
Q2 | $38K | Hold |
332
| – | – | 0.02% | 280 |
|
|
2018
Q1 | $36K | Buy |
+332
| New | +$36K | 0.01% | 317 |
|
|
2017
Q3 | – | Sell |
-332
| Closed | -$25K | – | 209 |
|
|
2017
Q2 | $25K | Buy |
+332
| New | +$25K | 0.01% | 336 |
|