Kays Financial Advisory’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-9,475
| Closed | -$524K | – | 61 |
|
|
2015
Q3 | $524K | Buy |
9,475
+917
| +11% | +$50.7K | 0.3% | 39 |
|
|
2015
Q2 | $428K | Buy |
8,558
+315
| +4% | +$15.8K | 0.25% | 38 |
|
|
2015
Q1 | $453K | Buy |
8,243
+2,156
| +35% | +$118K | 0.27% | 35 |
|
|
2014
Q4 | $281K | Buy |
+6,087
| New | +$281K | 0.19% | 43 |
|