FourThought Financial’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | $214K | Sell |
1,484
-794
| -35% | -$114K | 0.03% | 289 |
|
2022
Q2 | $325K | Sell |
2,278
-52
| -2% | -$7.42K | 0.05% | 246 |
|
2022
Q1 | $363K | Sell |
2,330
-29
| -1% | -$4.52K | 0.05% | 248 |
|
2021
Q4 | $431K | Sell |
2,359
-81
| -3% | -$14.8K | 0.05% | 220 |
|
2021
Q3 | $406K | Sell |
2,440
-974
| -29% | -$162K | 0.05% | 230 |
|
2021
Q2 | $551K | Buy |
3,414
+33
| +1% | +$5.33K | 0.07% | 195 |
|
2021
Q1 | $517K | Buy |
3,381
+363
| +12% | +$55.5K | 0.07% | 208 |
|
2020
Q4 | $462K | Buy |
+3,018
| New | +$462K | 0.07% | 208 |
|