Granite Investment Advisors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,700
| Closed | -$334K | – | 151 |
|
|
2019
Q4 | $334K | Sell |
2,700
-125
| -4% | -$15.5K | 0.06% | 137 |
|
|
2019
Q3 | $352K | Sell |
2,825
-575
| -17% | -$71.6K | 0.07% | 132 |
|
|
2019
Q2 | $434K | Hold |
3,400
| – | – | 0.08% | 119 |
|
|
2019
Q1 | $353K | Hold |
3,400
| – | – | 0.07% | 123 |
|
|
2018
Q4 | $327K | Buy |
3,400
+1,000
| +42% | +$96.2K | 0.07% | 124 |
|
|
2018
Q3 | $317K | Hold |
2,400
| – | – | 0.06% | 133 |
|
|
2018
Q2 | $276K | Sell |
2,400
-100
| -4% | -$11.5K | 0.05% | 144 |
|
|
2018
Q1 | $274K | Hold |
2,500
| – | – | 0.05% | 142 |
|
|
2017
Q4 | $226K | Buy |
+2,500
| New | +$226K | 0.04% | 171 |
|