Hobart Private Capital’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-2,805
| Closed | -$358K | – | 146 |
|
|
2019
Q2 | $358K | Buy |
2,805
+218
| +8% | +$27.8K | 0.25% | 92 |
|
|
2019
Q1 | $268K | Buy |
2,587
+151
| +6% | +$15.7K | 0.2% | 124 |
|
|
2018
Q4 | $234K | Buy |
2,436
+19
| +0.8% | +$1.83K | 0.2% | 120 |
|
|
2018
Q3 | $319K | Buy |
2,417
+308
| +15% | +$40.6K | 0.24% | 101 |
|
|
2018
Q2 | $243K | Buy |
2,109
+216
| +11% | +$24.9K | 0.2% | 111 |
|
|
2018
Q1 | $208K | Buy |
+1,893
| New | +$208K | 0.18% | 114 |
|