King Investment Advisors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-11,550
| Closed | -$636K | – | 61 |
|
|
2015
Q1 | $636K | Hold |
11,550
| – | – | 0.3% | 55 |
|
|
2014
Q4 | $533K | Hold |
11,550
| – | – | 0.24% | 66 |
|
|
2014
Q3 | $481K | Hold |
11,550
| – | – | 0.22% | 74 |
|
|
2014
Q2 | $481K | Hold |
11,550
| – | – | 0.2% | 76 |
|
|
2014
Q1 | $429K | Hold |
11,550
| – | – | 0.2% | 78 |
|
|
2013
Q4 | $456K | Hold |
11,550
| – | – | 0.21% | 79 |
|
|
2013
Q3 | $367K | Hold |
11,550
| – | – | 0.16% | 101 |
|
|
2013
Q2 | $307K | Buy |
+11,550
| New | +$307K | 0.13% | 98 |
|