Kanaly Trust’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $13K | Sell |
202
-36
| -15% | -$2.32K | ﹤0.01% | 495 |
|
|
2016
Q3 | $16K | Buy |
238
+66
| +38% | +$4.44K | ﹤0.01% | 453 |
|
|
2016
Q2 | $11K | Sell |
172
-1
| -0.6% | -$64 | ﹤0.01% | 522 |
|
|
2016
Q1 | $10K | Buy |
173
+132
| +322% | +$7.63K | ﹤0.01% | 548 |
|
|
2015
Q4 | $2K | Buy |
+41
| New | +$2K | ﹤0.01% | 780 |
|
|
2015
Q2 | – | Sell |
-1,400
| Closed | -$77K | – | 848 |
|
|
2015
Q1 | $77K | Hold |
1,400
| – | – | 0.02% | 239 |
|
|
2014
Q4 | $65K | Buy |
+1,400
| New | +$65K | 0.01% | 265 |
|