Gyroscope Capital Management Group’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 |
-3,334
| Closed | -$447K | – | 167 |
|
|
2022
Q4 | $447K | Sell |
3,334
-26
| -0.8% | -$3.49K | 0.14% | 107 |
|
|
2022
Q3 | $485K | Buy |
+3,360
| New | +$485K | 0.19% | 85 |
|
|
2022
Q2 | – | Sell |
-3,145
| Closed | -$490K | – | 113 |
|
|
2022
Q1 | $490K | Sell |
3,145
-162
| -5% | -$25.2K | 0.17% | 96 |
|
|
2021
Q4 | $605K | Sell |
3,307
-642
| -16% | -$117K | 0.21% | 85 |
|
|
2021
Q3 | $658K | Sell |
3,949
-201
| -5% | -$33.5K | 0.25% | 76 |
|
|
2021
Q2 | $670K | Sell |
4,150
-97
| -2% | -$15.7K | 0.24% | 79 |
|
|
2021
Q1 | $650K | Sell |
4,247
-386
| -8% | -$59.1K | 0.26% | 77 |
|
|
2020
Q4 | $710K | Sell |
4,633
-213
| -4% | -$32.6K | 0.31% | 69 |
|
|
2020
Q3 | $640K | Sell |
4,846
-495
| -9% | -$65.4K | 0.29% | 81 |
|
|
2020
Q2 | $674K | Buy |
+5,341
| New | +$674K | 0.31% | 67 |
|
|
2020
Q1 | – | Sell |
-4,097
| Closed | -$506K | – | 110 |
|
|
2019
Q4 | $506K | Buy |
4,097
+860
| +27% | +$106K | 0.18% | 99 |
|
|
2019
Q3 | $394K | Buy |
+3,237
| New | +$394K | 0.16% | 102 |
|
|
2019
Q1 | – | Sell |
-2,442
| Closed | -$235K | – | 118 |
|
|
2018
Q4 | $235K | Buy |
+2,442
| New | +$235K | 0.09% | 127 |
|