Harel Insurance Investments & Financial Services’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-46
| Closed | -$24K | – | 775 |
|
2021
Q1 | $24K | Sell |
46
-20
| -30% | -$10.4K | ﹤0.01% | 686 |
|
2020
Q4 | $33K | Buy |
66
+8
| +14% | +$4K | ﹤0.01% | 632 |
|
2020
Q3 | $8K | Buy |
+58
| New | +$8K | ﹤0.01% | 571 |
|
2019
Q4 | – | Sell |
-2,226
| Closed | -$277K | – | 471 |
|
2019
Q3 | $277K | Buy |
+2,226
| New | +$277K | 0.02% | 164 |
|
2019
Q2 | – | Sell |
-1,200
| Closed | -$124K | – | 470 |
|
2019
Q1 | $124K | Buy |
1,200
+400
| +50% | +$41.3K | 0.01% | 167 |
|
2018
Q4 | $77K | Sell |
800
-178
| -18% | -$17.1K | ﹤0.01% | 254 |
|
2018
Q3 | $129K | Buy |
+978
| New | +$129K | 0.01% | 245 |
|
2016
Q3 | – | Sell |
-260
| Closed | -$17K | – | 493 |
|
2016
Q2 | $17K | Sell |
260
-740
| -74% | -$48.4K | ﹤0.01% | 479 |
|
2016
Q1 | $59K | Buy |
1,000
+300
| +43% | +$17.7K | 0.01% | 195 |
|
2015
Q4 | $38K | Buy |
+700
| New | +$38K | ﹤0.01% | 212 |
|