Jupiter Investment Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-571
| Closed | -$72K | – | 429 |
|
|
2019
Q2 | $72K | Sell |
571
-45,048
| -99% | -$5.68M | ﹤0.01% | 317 |
|
|
2019
Q1 | $4.73M | Buy |
45,619
+26,209
| +135% | +$2.72M | 0.04% | 185 |
|
|
2018
Q4 | $1.87M | Buy |
+19,410
| New | +$1.87M | 0.02% | 214 |
|
|
2015
Q3 | – | Sell |
-22,000
| Closed | -$1.1M | – | 353 |
|
|
2015
Q2 | $1.1M | Buy |
+22,000
| New | +$1.1M | 0.03% | 172 |
|
|
2014
Q4 | – | Sell |
-40,076
| Closed | -$1.67M | – | 341 |
|
|
2014
Q3 | $1.67M | Buy |
40,076
+12,576
| +46% | +$523K | 0.08% | 189 |
|
|
2014
Q2 | $1.15M | Buy |
+27,500
| New | +$1.15M | 0.06% | 216 |
|