IPC
Independent Portfolio Consultants’s Broadridge BR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $1.45M | Sell |
19,245
-13,535
| -41% | -$1.02M | 0.6% | 23 |
|
|
2017
Q1 | $2.23M | Sell |
32,780
-5,235
| -14% | -$356K | 0.77% | 9 |
|
|
2016
Q4 | $2.52M | Sell |
38,015
-50
| -0.1% | -$3.31K | 0.83% | 12 |
|
|
2016
Q3 | $2.58M | Buy |
38,065
+8,290
| +28% | +$562K | 0.81% | 14 |
|
|
2016
Q2 | $1.94M | Sell |
29,775
-590
| -2% | -$38.5K | 0.61% | 30 |
|
|
2016
Q1 | $1.8M | Sell |
30,365
-9,360
| -24% | -$555K | 0.5% | 46 |
|
|
2015
Q4 | $2.13M | Sell |
39,725
-16,856
| -30% | -$905K | 0.63% | 22 |
|
|
2015
Q3 | $3.13M | Sell |
56,581
-6,700
| -11% | -$371K | 0.68% | 21 |
|
|
2015
Q2 | $3.17M | Sell |
63,281
-3,600
| -5% | -$180K | 0.63% | 28 |
|
|
2015
Q1 | $3.68M | Sell |
66,881
-12,660
| -16% | -$696K | 0.75% | 15 |
|
|
2014
Q4 | $3.67M | Buy |
79,541
+12,845
| +19% | +$593K | 0.74% | 17 |
|
|
2014
Q3 | $2.78M | Buy |
66,696
+13,640
| +26% | +$568K | 0.75% | 16 |
|
|
2014
Q2 | $2.21M | Buy |
53,056
+3,155
| +6% | +$131K | 0.62% | 24 |
|
|
2014
Q1 | $1.85M | Sell |
49,901
-3,545
| -7% | -$132K | 0.59% | 30 |
|
|
2013
Q4 | $2.11M | Buy |
53,446
+7,540
| +16% | +$298K | 0.74% | 10 |
|
|
2013
Q3 | $1.46M | Buy |
45,906
+3,686
| +9% | +$117K | 0.58% | 13 |
|
|
2013
Q2 | $1.12M | Buy |
+42,220
| New | +$1.12M | 0.5% | 23 |
|