Lenox Wealth Advisors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $6K | Sell |
35
-14
| -29% | -$2.4K | ﹤0.01% | 539 |
|
|
2021
Q4 | $9K | Buy |
49
+10
| +26% | +$1.84K | ﹤0.01% | 523 |
|
|
2021
Q3 | $6K | Buy |
39
+4
| +11% | +$615 | ﹤0.01% | 530 |
|
|
2021
Q2 | $6K | Hold |
35
| – | – | ﹤0.01% | 527 |
|
|
2021
Q1 | $5K | Sell |
35
-135
| -79% | -$19.3K | ﹤0.01% | 492 |
|
|
2020
Q4 | $26K | Hold |
170
| – | – | ﹤0.01% | 272 |
|
|
2020
Q3 | $22K | Hold |
170
| – | – | ﹤0.01% | 269 |
|
|
2020
Q2 | $21K | Sell |
170
-25
| -13% | -$3.09K | ﹤0.01% | 278 |
|
|
2020
Q1 | $18K | Buy |
195
+70
| +56% | +$6.46K | ﹤0.01% | 280 |
|
|
2019
Q4 | $15K | Buy |
125
+35
| +39% | +$4.2K | ﹤0.01% | 368 |
|
|
2019
Q3 | $11K | Buy |
+90
| New | +$11K | ﹤0.01% | 352 |
|
|
2019
Q2 | – | Sell |
-49
| Closed | -$5K | – | 431 |
|
|
2019
Q1 | $5K | Buy |
+49
| New | +$5K | ﹤0.01% | 353 |
|
|
2018
Q4 | – | Sell |
-87
| Closed | -$11K | – | 371 |
|
|
2018
Q3 | $11K | Buy |
+87
| New | +$11K | ﹤0.01% | 269 |
|
|
2018
Q2 | – | Sell |
-80
| Closed | -$9K | – | 556 |
|
|
2018
Q1 | $9K | Buy |
+80
| New | +$9K | ﹤0.01% | 364 |
|