Harvest Group Wealth Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-177
| Closed | -$27K | – | 120 |
|
|
2020
Q4 | $27K | Hold |
177
| – | – | 0.02% | 151 |
|
|
2020
Q3 | $23K | Hold |
177
| – | – | 0.02% | 153 |
|
|
2020
Q2 | $22K | Hold |
177
| – | – | 0.02% | 148 |
|
|
2020
Q1 | $16K | Buy |
177
+92
| +108% | +$8.32K | 0.02% | 155 |
|
|
2019
Q4 | $10K | Sell |
85
-119
| -58% | -$14K | 0.01% | 241 |
|
|
2019
Q3 | $25K | Sell |
204
-17
| -8% | -$2.08K | 0.03% | 135 |
|
|
2019
Q2 | $28K | Buy |
221
+143
| +183% | +$18.1K | 0.04% | 113 |
|
|
2019
Q1 | $8K | Buy |
+78
| New | +$8K | 0.01% | 277 |
|