Kiwi Wealth Investments Limited Partnership’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-13,868
| Closed | -$1.71M | – | 171 |
|
|
2019
Q4 | $1.71M | Buy |
13,868
+1,708
| +14% | +$211K | 0.13% | 153 |
|
|
2019
Q3 | $1.51M | Buy |
+12,160
| New | +$1.51M | 0.12% | 158 |
|
|
2016
Q2 | – | Sell |
-69,569
| Closed | -$4.13M | – | 112 |
|
|
2016
Q1 | $4.13M | Sell |
69,569
-7,550
| -10% | -$448K | 0.42% | 71 |
|
|
2015
Q4 | $4.14M | Buy |
77,119
+2,756
| +4% | +$148K | 0.46% | 59 |
|
|
2015
Q3 | $4.12M | Sell |
74,363
-3,839
| -5% | -$212K | 0.48% | 50 |
|
|
2015
Q2 | $3.91M | Buy |
+78,202
| New | +$3.91M | 0.42% | 71 |
|