Gradient Investments’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-46
| Closed | -$9.06K | – | 423 |
|
|
2024
Q2 | $9.06K | Sell |
46
-80
| -63% | -$15.8K | ﹤0.01% | 754 |
|
|
2024
Q1 | $25.9K | Sell |
126
-320
| -72% | -$65.8K | ﹤0.01% | 500 |
|
|
2023
Q4 | $91.7K | Sell |
446
-101,103
| -100% | -$20.8M | ﹤0.01% | 434 |
|
|
2023
Q3 | $18.2M | Sell |
101,549
-3,801
| -4% | -$681K | 0.48% | 56 |
|
|
2023
Q2 | $17.4M | Buy |
105,350
+3,245
| +3% | +$537K | 0.45% | 62 |
|
|
2023
Q1 | $15M | Buy |
102,105
+102,097
| +1,276,213% | +$15M | 0.41% | 85 |
|
|
2022
Q4 | $1.07K | Buy |
+8
| New | +$1.07K | ﹤0.01% | 1183 |
|
|
2020
Q1 | – | Sell |
-97
| Closed | -$12K | – | 1100 |
|
|
2019
Q4 | $12K | Buy |
97
+94
| +3,133% | +$11.6K | ﹤0.01% | 651 |
|
|
2019
Q3 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1110 |
|
|
2018
Q1 | – | Sell |
-7
| Closed | -$1K | – | 1014 |
|
|
2017
Q4 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 865 |
|
|
2016
Q4 | – | Sell |
-34
| Closed | -$2K | – | 728 |
|
|
2016
Q3 | $2K | Hold |
34
| – | – | ﹤0.01% | 604 |
|
|
2016
Q2 | $2K | Hold |
34
| – | – | ﹤0.01% | 603 |
|
|
2016
Q1 | $2K | Hold |
34
| – | – | ﹤0.01% | 609 |
|
|
2015
Q4 | $2K | Hold |
34
| – | – | ﹤0.01% | 572 |
|
|
2015
Q3 | $2K | Buy |
+34
| New | +$2K | ﹤0.01% | 512 |
|
|
2014
Q2 | – | Sell |
-29
| Closed | -$1K | – | 507 |
|
|
2014
Q1 | $1K | Buy |
+29
| New | +$1K | ﹤0.01% | 471 |
|