Focused Wealth Management’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 |
-31
| Closed | -$3K | – | 699 |
|
|
2019
Q1 | $3K | Hold |
31
| – | – | ﹤0.01% | 569 |
|
|
2018
Q4 | $3K | Hold |
31
| – | – | ﹤0.01% | 557 |
|
|
2018
Q3 | $4K | Hold |
31
| – | – | ﹤0.01% | 514 |
|
|
2018
Q2 | $4K | Hold |
31
| – | – | ﹤0.01% | 512 |
|
|
2018
Q1 | $3K | Hold |
31
| – | – | ﹤0.01% | 570 |
|
|
2017
Q4 | $3K | Hold |
31
| – | – | ﹤0.01% | 569 |
|
|
2017
Q3 | $3K | Hold |
31
| – | – | ﹤0.01% | 537 |
|
|
2017
Q2 | $2K | Hold |
31
| – | – | ﹤0.01% | 610 |
|
|
2017
Q1 | $2K | Hold |
31
| – | – | ﹤0.01% | 598 |
|
|
2016
Q4 | $2K | Hold |
31
| – | – | ﹤0.01% | 599 |
|
|
2016
Q3 | $2K | Hold |
31
| – | – | ﹤0.01% | 580 |
|
|
2016
Q2 | $2K | Hold |
31
| – | – | ﹤0.01% | 581 |
|
|
2016
Q1 | $2K | Hold |
31
| – | – | ﹤0.01% | 547 |
|
|
2015
Q4 | $2K | Hold |
31
| – | – | ﹤0.01% | 573 |
|
|
2015
Q3 | $2K | Hold |
31
| – | – | ﹤0.01% | 573 |
|
|
2015
Q2 | $2K | Hold |
31
| – | – | ﹤0.01% | 571 |
|
|
2015
Q1 | $2K | Hold |
31
| – | – | ﹤0.01% | 589 |
|
|
2014
Q4 | $1K | Hold |
31
| – | – | ﹤0.01% | 602 |
|
|
2014
Q3 | $1K | Hold |
31
| – | – | ﹤0.01% | 616 |
|
|
2014
Q2 | $1K | Hold |
31
| – | – | ﹤0.01% | 614 |
|
|
2014
Q1 | $1K | Hold |
31
| – | – | ﹤0.01% | 578 |
|
|
2013
Q4 | $1K | Sell |
31
-32
| -51% | -$1.03K | ﹤0.01% | 577 |
|
|
2013
Q3 | $2K | Buy |
+63
| New | +$2K | ﹤0.01% | 507 |
|