Lebenthal Holdings’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | $3.47M | Sell |
53,140
-136
| -0.3% | -$8.87K | 0.43% | 67 |
|
|
2016
Q1 | $3.16M | Buy |
53,276
+42,101
| +377% | +$2.5M | 0.55% | 49 |
|
|
2015
Q4 | $600K | Buy |
11,175
+400
| +4% | +$21.5K | 0.14% | 196 |
|
|
2015
Q3 | $596K | Sell |
10,775
-10,075
| -48% | -$557K | 0.14% | 200 |
|
|
2015
Q2 | $1.07M | Buy |
20,850
+10,216
| +96% | +$523K | 0.22% | 161 |
|
|
2015
Q1 | $585K | Buy |
+10,634
| New | +$585K | 0.14% | 201 |
|