IMA Advisory Services’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-73
| Closed | -$15.8K | – | 181 |
|
|
2024
Q3 | $15.8K | Buy |
+73
| New | +$15.8K | ﹤0.01% | 231 |
|
|
2023
Q4 | – | Sell |
-237
| Closed | -$42.4K | – | 91 |
|
|
2023
Q3 | $42.4K | Hold |
237
| – | – | 0.01% | 186 |
|
|
2023
Q2 | $39.3K | Hold |
237
| – | – | 0.01% | 190 |
|
|
2023
Q1 | $34.7K | Hold |
237
| – | – | 0.01% | 186 |
|
|
2022
Q4 | $31.8K | Hold |
237
| – | – | 0.01% | 203 |
|
|
2022
Q3 | $34K | Hold |
237
| – | – | 0.01% | 196 |
|
|
2022
Q2 | $34K | Hold |
237
| – | – | 0.01% | 205 |
|
|
2022
Q1 | $37K | Hold |
237
| – | – | 0.01% | 174 |
|
|
2021
Q4 | $43K | Hold |
237
| – | – | 0.01% | 175 |
|
|
2021
Q3 | $39K | Hold |
237
| – | – | 0.01% | 163 |
|
|
2021
Q2 | $38K | Hold |
237
| – | – | 0.01% | 163 |
|
|
2021
Q1 | $36K | Hold |
237
| – | – | 0.01% | 164 |
|
|
2020
Q4 | $36K | Hold |
237
| – | – | 0.01% | 155 |
|
|
2020
Q3 | $31K | Buy |
237
+73
| +45% | +$9.55K | 0.01% | 161 |
|
|
2020
Q2 | $21K | Hold |
164
| – | – | 0.01% | 170 |
|
|
2020
Q1 | $16K | Hold |
164
| – | – | 0.01% | 187 |
|
|
2019
Q4 | $20K | Hold |
164
| – | – | 0.01% | 185 |
|
|
2019
Q3 | $20K | Hold |
164
| – | – | 0.01% | 187 |
|
|
2019
Q2 | $21K | Hold |
164
| – | – | 0.01% | 178 |
|
|
2019
Q1 | $17K | Hold |
164
| – | – | 0.01% | 188 |
|
|
2018
Q4 | $16K | Hold |
164
| – | – | 0.01% | 194 |
|
|
2018
Q3 | $22K | Hold |
164
| – | – | 0.01% | 184 |
|
|
2018
Q2 | $19K | Buy |
+164
| New | +$19K | 0.01% | 218 |
|