JNBA Financial Advisors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-24
| Closed | -$3.98K | – | 752 |
|
|
2023
Q2 | $3.98K | Hold |
24
| – | – | ﹤0.01% | 563 |
|
|
2023
Q1 | $3.52K | Hold |
24
| – | – | ﹤0.01% | 581 |
|
|
2022
Q4 | $3.22K | Hold |
24
| – | – | ﹤0.01% | 554 |
|
|
2022
Q3 | $3K | Hold |
24
| – | – | ﹤0.01% | 564 |
|
|
2022
Q2 | $3K | Hold |
24
| – | – | ﹤0.01% | 607 |
|
|
2022
Q1 | $4K | Hold |
24
| – | – | ﹤0.01% | 565 |
|
|
2021
Q4 | $4K | Hold |
24
| – | – | ﹤0.01% | 630 |
|
|
2021
Q3 | $4K | Hold |
24
| – | – | ﹤0.01% | 606 |
|
|
2021
Q2 | $4K | Hold |
24
| – | – | ﹤0.01% | 560 |
|
|
2021
Q1 | $4K | Buy |
+24
| New | +$4K | ﹤0.01% | 540 |
|
|
2016
Q4 | – | Sell |
-502
| Closed | -$34K | – | 596 |
|
|
2016
Q3 | $34K | Buy |
+502
| New | +$34K | 0.01% | 640 |
|
|
2015
Q3 | – | Sell |
-9
| Closed | – | – | 527 |
|
|
2015
Q2 | $0 | Hold |
9
| – | – | ﹤0.01% | 524 |
|
|
2015
Q1 | $0 | Hold |
9
| – | – | ﹤0.01% | 534 |
|
|
2014
Q4 | $0 | Hold |
9
| – | – | ﹤0.01% | 556 |
|
|
2014
Q3 | $0 | Hold |
9
| – | – | ﹤0.01% | 588 |
|
|
2014
Q2 | $0 | Hold |
9
| – | – | ﹤0.01% | 506 |
|
|
2014
Q1 | $0 | Hold |
9
| – | – | ﹤0.01% | 477 |
|
|
2013
Q4 | $0 | Hold |
9
| – | – | ﹤0.01% | 439 |
|
|
2013
Q3 | $0 | Hold |
9
| – | – | ﹤0.01% | 431 |
|
|
2013
Q2 | $0 | Buy |
+9
| New | – | ﹤0.01% | 377 |
|