Icon Wealth Partners’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-373
| Closed | -$39K | – | 247 |
|
|
2019
Q1 | $39K | Buy |
+373
| New | +$39K | 0.01% | 404 |
|
|
2018
Q3 | – | Sell |
-441
| Closed | -$51K | – | 334 |
|
|
2018
Q2 | $51K | Buy |
+441
| New | +$51K | 0.02% | 379 |
|
|
2018
Q1 | – | Sell |
-534
| Closed | -$48K | – | 324 |
|
|
2017
Q4 | $48K | Buy |
+534
| New | +$48K | 0.02% | 426 |
|