GoalVest Advisory’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-148
| Closed | -$19.9K | – | 261 |
|
|
2022
Q4 | $19.9K | Hold |
148
| – | – | 0.01% | 159 |
|
|
2022
Q3 | $21K | Hold |
148
| – | – | 0.01% | 152 |
|
|
2022
Q2 | $22K | Hold |
148
| – | – | 0.01% | 213 |
|
|
2022
Q1 | $23K | Buy |
+148
| New | +$23K | 0.01% | 188 |
|
|
2021
Q2 | $24K | Hold |
148
| – | – | 0.01% | 173 |
|
|
2021
Q1 | $23K | Hold |
148
| – | – | 0.02% | 144 |
|
|
2020
Q4 | $23K | Buy |
+148
| New | +$23K | 0.02% | 146 |
|