Hefty Wealth Partners’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $35K | Hold |
320
| – | – | 0.02% | 156 |
|
|
2017
Q4 | $29K | Hold |
320
| – | – | 0.02% | 155 |
|
|
2017
Q3 | $26K | Hold |
320
| – | – | 0.02% | 154 |
|
|
2017
Q2 | $24K | Hold |
320
| – | – | 0.02% | 143 |
|
|
2017
Q1 | $21K | Hold |
320
| – | – | 0.02% | 150 |
|
|
2016
Q4 | $21K | Hold |
320
| – | – | 0.02% | 144 |
|
|
2016
Q3 | $21K | Hold |
320
| – | – | 0.02% | 155 |
|
|
2016
Q2 | $20K | Hold |
320
| – | – | 0.02% | 127 |
|
|
2016
Q1 | $18K | Hold |
320
| – | – | 0.02% | 132 |
|
|
2015
Q4 | $17K | Buy |
+320
| New | +$17K | 0.02% | 127 |
|