Financial Gravity Asset Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $591 | Sell |
3
-22
| -88% | -$4.36K | ﹤0.01% | 895 |
|
|
2024
Q1 | $5.05K | Sell |
25
-53
| -68% | -$10.7K | ﹤0.01% | 860 |
|
|
2023
Q4 | $13.6K | Buy |
78
+3
| +4% | +$553 | ﹤0.01% | 738 |
|
|
2023
Q3 | $12.8K | Sell |
75
-91
| -55% | -$16.1K | ﹤0.01% | 574 |
|
|
2023
Q2 | $2.52K | Buy |
166
+19
| +13% | +$2.88K | 0.01% | 604 |
|
|
2023
Q1 | $281 | Buy |
147
+13
| +10% | +$1.86K | 0.01% | 555 |
|
|
2022
Q4 | $2.38K | Sell |
134
-730
| -84% | -$104K | 0.01% | 512 |
|
|
2022
Q3 | $277 | Buy |
864
+6
| +0.7% | +$974 | 0.01% | 491 |
|
|
2022
Q2 | $273 | Sell |
858
-318
| -27% | -$46.1K | 0.01% | 484 |
|
|
2022
Q1 | $315 | Sell |
1,176
-130
| -10% | -$19.9K | 0.01% | 497 |
|
|
2021
Q4 | $359 | Buy |
1,306
+1,279
| +4,737% | +$225K | 0.01% | 538 |
|
|
2021
Q3 | $171K | Sell |
27
-60
| -69% | -$10.2K | 0.08% | 218 |
|
|
2021
Q2 | $176K | Sell |
87
-3
| -3% | -$479 | 0.06% | 214 |
|
|
2021
Q1 | $770 | Sell |
90
-1
| -1% | -$148 | 0.02% | 352 |
|
|
2020
Q4 | $14K | Buy |
+91
| New | +$13.2K | 0.01% | 149 |
|
|
2020
Q2 | – | Sell |
-384
| Closed | -$6K | – | 126 |
|
|
2020
Q1 | $6K | Sell |
384
-341
| -47% | -$38.9K | 0.02% | 314 |
|
|
2019
Q4 | $202K | Sell |
725
-82
| -10% | -$10K | 0.14% | 117 |
|
|
2019
Q3 | $100K | Sell |
807
-201
| -20% | -$25.9K | 0.09% | 205 |
|
|
2019
Q2 | $129K | Buy |
1,008
+617
| +158% | +$74.3K | 0.11% | 199 |
|
|
2019
Q1 | $41K | Buy |
+391
| New | +$39.2K | 0.03% | 355 |
|
|
2018
Q3 | $29K | Buy |
253
+139
| +122% | +$17.6K | 0.03% | 428 |
|
|
2018
Q2 | $15K | Buy |
114
+74
| +185% | +$8.35K | 0.01% | 509 |
|
|
2018
Q1 | $4K | Buy |
+40
| New | +$3.97K | ﹤0.01% | 767 |
|
Other funds holding BR
