Integrated Wealth Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-2,666
| Closed | -$181K | – | 328 |
|
|
2016
Q3 | $181K | Buy |
2,666
+100
| +4% | +$6.79K | 0.06% | 238 |
|
|
2016
Q2 | $167K | Hold |
2,566
| – | – | 0.06% | 236 |
|
|
2016
Q1 | $152K | Hold |
2,566
| – | – | 0.06% | 231 |
|
|
2015
Q4 | $138K | Hold |
2,566
| – | – | 0.06% | 244 |
|
|
2015
Q3 | $142K | Hold |
2,566
| – | – | 0.06% | 230 |
|
|
2015
Q2 | $128K | Hold |
2,566
| – | – | 0.05% | 250 |
|
|
2015
Q1 | $141K | Buy |
+2,566
| New | +$141K | 0.06% | 237 |
|