Invictus RG’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-2,991
| Closed | -$395K | – | 24 |
|
|
2018
Q3 | $395K | Buy |
+2,991
| New | +$395K | 0.3% | 85 |
|
|
2017
Q4 | – | Sell |
-7,386
| Closed | -$597K | – | 280 |
|
|
2017
Q3 | $597K | Sell |
7,386
-2,041
| -22% | -$165K | 0.54% | 32 |
|
|
2017
Q2 | $712K | Buy |
+9,427
| New | +$712K | 0.52% | 16 |
|
|
2016
Q2 | – | Sell |
-83
| Closed | -$5K | – | 628 |
|
|
2016
Q1 | $5K | Sell |
83
-2,229
| -96% | -$134K | 0.01% | 529 |
|
|
2015
Q4 | $124K | Buy |
+2,312
| New | +$124K | 0.12% | 280 |
|