Integrated Investment Consultants’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-1,025
| Closed | -$112K | – | 234 |
|
|
2018
Q1 | $112K | Buy |
+1,025
| New | +$112K | 0.04% | 305 |
|
|
2017
Q3 | $105K | Sell |
1,300
-900
| -41% | -$72.7K | 0.05% | 286 |
|
|
2017
Q2 | $166K | Hold |
2,200
| – | – | 0.07% | 184 |
|
|
2017
Q1 | $149K | Hold |
2,200
| – | – | 0.07% | 203 |
|
|
2016
Q4 | $146K | Buy |
2,200
+50
| +2% | +$3.32K | 0.07% | 196 |
|
|
2016
Q3 | $140K | Buy |
2,150
+25
| +1% | +$1.63K | 0.07% | 194 |
|
|
2016
Q2 | $139K | Buy |
2,125
+1,450
| +215% | +$94.8K | 0.08% | 191 |
|
|
2016
Q1 | $40K | Buy |
+675
| New | +$40K | 0.02% | 378 |
|