First Personal Financial Services’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4
| Closed | – | – | 325 |
|
|
2019
Q4 | $0 | Sell |
4
-97
| -96% | – | ﹤0.01% | 538 |
|
|
2019
Q3 | $13K | Hold |
101
| – | – | ﹤0.01% | 356 |
|
|
2019
Q2 | $13K | Buy |
101
+4
| +4% | +$515 | ﹤0.01% | 461 |
|
|
2019
Q1 | $10K | Sell |
97
-19
| -16% | -$1.96K | ﹤0.01% | 492 |
|
|
2018
Q4 | $11K | Sell |
116
-13
| -10% | -$1.23K | ﹤0.01% | 451 |
|
|
2018
Q3 | $17K | Sell |
129
-7
| -5% | -$922 | 0.01% | 427 |
|
|
2018
Q2 | $16K | Sell |
136
-90
| -40% | -$10.6K | 0.01% | 426 |
|
|
2018
Q1 | $25K | Sell |
226
-114
| -34% | -$12.6K | 0.01% | 583 |
|
|
2017
Q4 | $31K | Buy |
340
+155
| +84% | +$14.1K | 0.01% | 557 |
|
|
2017
Q3 | $15K | Hold |
185
| – | – | ﹤0.01% | 631 |
|
|
2017
Q2 | $14K | Hold |
185
| – | – | ﹤0.01% | 644 |
|
|
2017
Q1 | $13K | Hold |
185
| – | – | ﹤0.01% | 653 |
|
|
2016
Q4 | $12K | Hold |
185
| – | – | ﹤0.01% | 664 |
|
|
2016
Q3 | $13K | Sell |
185
-127
| -41% | -$8.92K | ﹤0.01% | 511 |
|
|
2016
Q2 | $20K | Buy |
+312
| New | +$20K | 0.01% | 422 |
|