Legacy Financial Advisors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-388
| Closed | -$40K | – | 224 |
|
|
2019
Q1 | $40K | Hold |
388
| – | – | 0.01% | 309 |
|
|
2018
Q4 | $37K | Buy |
388
+20
| +5% | +$1.91K | 0.01% | 291 |
|
|
2018
Q3 | $48K | Sell |
368
-98
| -21% | -$12.8K | 0.02% | 251 |
|
|
2018
Q2 | $55K | Hold |
466
| – | – | 0.02% | 235 |
|
|
2018
Q1 | $50K | Hold |
466
| – | – | 0.02% | 244 |
|
|
2017
Q4 | $42K | Buy |
+466
| New | +$42K | 0.02% | 265 |
|