Kathleen S. Wright Associates’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-200
| Closed | -$27K | – | 167 |
|
|
2022
Q4 | $27K | Sell |
200
-177
| -47% | -$23.9K | 0.02% | 131 |
|
|
2022
Q3 | $54K | Sell |
377
-100
| -21% | -$14.3K | 0.04% | 106 |
|
|
2022
Q2 | $68K | Hold |
477
| – | – | 0.06% | 97 |
|
|
2022
Q1 | $74K | Hold |
477
| – | – | 0.05% | 97 |
|
|
2021
Q4 | $87K | Buy |
+477
| New | +$87K | 0.06% | 92 |
|