InceptionR’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 |
-6,880
| Closed | -$1.48M | – | 635 |
|
|
2024
Q3 | $1.48M | Buy |
6,880
+4,218
| +158% | +$907K | 0.36% | 49 |
|
|
2024
Q2 | $524K | Buy |
+2,662
| New | +$524K | 0.15% | 267 |
|
|
2023
Q3 | – | Sell |
-2,840
| Closed | -$470K | – | 408 |
|
|
2023
Q2 | $470K | Buy |
+2,840
| New | +$470K | 0.25% | 159 |
|