Genovese Burford & Brothers Wealth & Retirement Plan Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-105
| Closed | -$12K | – | 125 |
|
|
2018
Q2 | $12K | Hold |
105
| – | – | ﹤0.01% | 302 |
|
|
2018
Q1 | $12K | Hold |
105
| – | – | ﹤0.01% | 303 |
|
|
2017
Q4 | $11K | Hold |
105
| – | – | 0.03% | 176 |
|
|
2017
Q3 | $8K | Hold |
105
| – | – | ﹤0.01% | 297 |
|
|
2017
Q2 | $7K | Hold |
105
| – | – | ﹤0.01% | 291 |
|
|
2017
Q1 | $8K | Hold |
105
| – | – | ﹤0.01% | 308 |
|
|
2016
Q4 | $7K | Hold |
105
| – | – | ﹤0.01% | 353 |
|
|
2016
Q3 | $7K | Hold |
105
| – | – | ﹤0.01% | 323 |
|
|
2016
Q2 | $6K | Hold |
105
| – | – | ﹤0.01% | 304 |
|
|
2016
Q1 | $6K | Hold |
105
| – | – | ﹤0.01% | 297 |
|
|
2015
Q4 | $6K | Buy |
+105
| New | +$6K | ﹤0.01% | 286 |
|