Karp Capital Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-200
| Closed | -$19K | – | 142 |
|
2018
Q4 | $19K | Buy |
+200
| New | +$19K | 0.01% | 217 |
|
2015
Q4 | – | Sell |
-835
| Closed | -$46K | – | 121 |
|
2015
Q3 | $46K | Buy |
835
+200
| +31% | +$11K | 0.03% | 171 |
|
2015
Q2 | $32K | Hold |
635
| – | – | 0.02% | 204 |
|
2015
Q1 | $35K | Hold |
635
| – | – | 0.02% | 199 |
|
2014
Q4 | $29K | Buy |
+635
| New | +$29K | 0.02% | 200 |
|