Kaizen Advisory’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $29K | Buy |
306
+13
| +4% | +$1.23K | 0.02% | 434 |
|
|
2018
Q3 | $39K | Hold |
293
| – | – | 0.02% | 386 |
|
|
2018
Q2 | $34K | Buy |
+293
| New | +$34K | 0.02% | 406 |
|
|
2018
Q1 | – | Sell |
-13,504
| Closed | -$1.22M | – | 584 |
|
|
2017
Q4 | $1.22M | Buy |
+13,504
| New | +$1.22M | 0.73% | 47 |
|