Forvis Mazars Wealth Advisors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-3,814
| Closed | -$487K | – | 260 |
|
|
2019
Q2 | $487K | Sell |
3,814
-502
| -12% | -$64.1K | 0.04% | 165 |
|
|
2019
Q1 | $448K | Buy |
4,316
+88
| +2% | +$9.13K | 0.04% | 172 |
|
|
2018
Q4 | $407K | Buy |
4,228
+234
| +6% | +$22.5K | 0.04% | 154 |
|
|
2018
Q3 | $527K | Sell |
3,994
-967
| -19% | -$128K | 0.05% | 139 |
|
|
2018
Q2 | $571K | Sell |
4,961
-146
| -3% | -$16.8K | 0.06% | 131 |
|
|
2018
Q1 | $560K | Sell |
5,107
-460
| -8% | -$50.4K | 0.06% | 128 |
|
|
2017
Q4 | $504K | Buy |
5,567
+754
| +16% | +$68.3K | 0.05% | 153 |
|
|
2017
Q3 | $389K | Buy |
4,813
+133
| +3% | +$10.7K | 0.04% | 156 |
|
|
2017
Q2 | $354K | Buy |
4,680
+269
| +6% | +$20.3K | 0.04% | 170 |
|
|
2017
Q1 | $300K | Buy |
4,411
+592
| +16% | +$40.3K | 0.04% | 172 |
|
|
2016
Q4 | $253K | Hold |
3,819
| – | – | 0.03% | 178 |
|
|
2016
Q3 | $259K | Sell |
3,819
-30
| -0.8% | -$2.04K | 0.04% | 163 |
|
|
2016
Q2 | $251K | Sell |
3,849
-28
| -0.7% | -$1.83K | 0.04% | 156 |
|
|
2016
Q1 | $230K | Buy |
+3,877
| New | +$230K | 0.04% | 164 |
|