Laurel Wealth Advisors (California)’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $774K | Sell |
5,771
-1,335
| -19% | -$179K | 0.08% | 268 |
|
|
2022
Q3 | $1.03M | Buy |
7,106
+1,505
| +27% | +$217K | 0.11% | 204 |
|
|
2022
Q2 | $798K | Buy |
5,601
+755
| +16% | +$108K | 0.08% | 246 |
|
|
2022
Q1 | $754K | Sell |
4,846
-799
| -14% | -$124K | 0.06% | 306 |
|
|
2021
Q4 | $1.03M | Buy |
+5,645
| New | +$1.03M | 0.08% | 246 |
|
|
2018
Q3 | – | Sell |
-2,863
| Closed | -$329K | – | 401 |
|
|
2018
Q2 | $329K | Sell |
2,863
-215
| -7% | -$24.7K | 0.09% | 242 |
|
|
2018
Q1 | $337K | Sell |
3,078
-195
| -6% | -$21.4K | 0.1% | 218 |
|
|
2017
Q4 | $296K | Buy |
+3,273
| New | +$296K | 0.09% | 256 |
|