Janiczek Wealth Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-57
| Closed | -$11.7K | – | 1102 |
|
|
2023
Q4 | $11.7K | Buy |
+57
| New | +$11.7K | ﹤0.01% | 641 |
|
|
2022
Q1 | – | Sell |
-7
| Closed | -$1K | – | 947 |
|
|
2021
Q4 | $1K | Hold |
7
| – | – | ﹤0.01% | 886 |
|
|
2021
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 868 |
|
|
2021
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 818 |
|
|
2021
Q1 | $1K | Sell |
7
-21
| -75% | -$3K | ﹤0.01% | 781 |
|
|
2020
Q4 | $4K | Buy |
+28
| New | +$4K | ﹤0.01% | 611 |
|