Financial Architects (New Jersey)’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,754
| Closed | -$503K | – | 335 |
|
|
2021
Q4 | $503K | Sell |
2,754
-463
| -14% | -$84.6K | 0.07% | 202 |
|
|
2021
Q3 | $536K | Hold |
3,217
| – | – | 0.08% | 192 |
|
|
2021
Q2 | $520K | Hold |
3,217
| – | – | 0.07% | 195 |
|
|
2021
Q1 | $493K | Hold |
3,217
| – | – | 0.08% | 193 |
|
|
2020
Q4 | $493K | Hold |
3,217
| – | – | 0.09% | 170 |
|
|
2020
Q3 | $425K | Hold |
3,217
| – | – | 0.09% | 167 |
|
|
2020
Q2 | $406K | Hold |
3,217
| – | – | 0.09% | 157 |
|
|
2020
Q1 | $305K | Hold |
3,217
| – | – | 0.08% | 165 |
|
|
2019
Q4 | $397K | Hold |
3,217
| – | – | 0.09% | 165 |
|
|
2019
Q3 | $400K | Hold |
3,217
| – | – | 0.09% | 159 |
|
|
2019
Q2 | $411K | Hold |
3,217
| – | – | 0.08% | 166 |
|
|
2019
Q1 | $334K | Hold |
3,217
| – | – | 0.06% | 217 |
|
|
2018
Q4 | $310K | Hold |
3,217
| – | – | 0.06% | 201 |
|
|
2018
Q3 | $424K | Hold |
3,217
| – | – | 0.07% | 185 |
|
|
2018
Q2 | $370K | Hold |
3,217
| – | – | 0.07% | 195 |
|
|
2018
Q1 | $353K | Sell |
3,217
-74
| -2% | -$8.12K | 0.07% | 188 |
|
|
2017
Q4 | $298K | Buy |
3,291
+9
| +0.3% | +$815 | 0.05% | 235 |
|
|
2017
Q3 | $265K | Hold |
3,282
| – | – | 0.05% | 254 |
|
|
2017
Q2 | $248K | Hold |
3,282
| – | – | 0.04% | 250 |
|
|
2017
Q1 | $223K | Hold |
3,282
| – | – | 0.04% | 256 |
|
|
2016
Q4 | $218K | Buy |
3,282
+134
| +4% | +$8.9K | 0.05% | 239 |
|
|
2016
Q3 | $213K | Hold |
3,148
| – | – | 0.06% | 243 |
|
|
2016
Q2 | $205K | Buy |
3,148
+21
| +0.7% | +$1.37K | 0.06% | 242 |
|
|
2016
Q1 | $185K | Buy |
+3,127
| New | +$185K | 0.07% | 199 |
|
|
2015
Q3 | – | Sell |
-3,208
| Closed | -$160K | – | 293 |
|
|
2015
Q2 | $160K | Hold |
3,208
| – | – | 0.06% | 225 |
|
|
2015
Q1 | $176K | Hold |
3,208
| – | – | 0.07% | 210 |
|
|
2014
Q4 | $148K | Buy |
+3,208
| New | +$148K | 0.06% | 206 |
|
|
2014
Q3 | – | Sell |
-3,208
| Closed | -$134K | – | 873 |
|
|
2014
Q2 | $134K | Buy |
+3,208
| New | +$134K | 0.06% | 184 |
|
|
2013
Q4 | – | Sell |
-3,196
| Closed | -$102K | – | 206 |
|
|
2013
Q3 | $102K | Buy |
3,196
+113
| +4% | +$3.61K | 0.07% | 179 |
|
|
2013
Q2 | $82K | Buy |
+3,083
| New | +$82K | 0.06% | 181 |
|