Goelzer Investment Management’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 |
-21,004
| Closed | -$2.82M | – | 225 |
|
|
2022
Q4 | $2.82M | Sell |
21,004
-2,095
| -9% | -$281K | 0.24% | 111 |
|
|
2022
Q3 | $3.33M | Sell |
23,099
-1,025
| -4% | -$148K | 0.33% | 87 |
|
|
2022
Q2 | $3.44M | Sell |
24,124
-1,300
| -5% | -$185K | 0.33% | 94 |
|
|
2022
Q1 | $3.96M | Sell |
25,424
-894
| -3% | -$139K | 0.34% | 92 |
|
|
2021
Q4 | $4.81M | Sell |
26,318
-660
| -2% | -$121K | 0.39% | 76 |
|
|
2021
Q3 | $4.5M | Sell |
26,978
-2,129
| -7% | -$355K | 0.39% | 86 |
|
|
2021
Q2 | $4.7M | Sell |
29,107
-633
| -2% | -$102K | 0.39% | 84 |
|
|
2021
Q1 | $4.55M | Buy |
29,740
+14,723
| +98% | +$2.25M | 0.4% | 81 |
|
|
2020
Q4 | $2.3M | Sell |
15,017
-743
| -5% | -$114K | 0.21% | 128 |
|
|
2020
Q3 | $2.08M | Buy |
15,760
+38
| +0.2% | +$5.02K | 0.19% | 131 |
|
|
2020
Q2 | $1.98M | Sell |
15,722
-64
| -0.4% | -$8.08K | 0.19% | 133 |
|
|
2020
Q1 | $1.5M | Buy |
+15,786
| New | +$1.5M | 0.17% | 141 |
|