Liberty Wealth Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-13
| Closed | -$2K | – | 287 |
|
|
2021
Q3 | $2K | Buy |
+13
| New | +$2K | ﹤0.01% | 1041 |
|
|
2020
Q4 | – | Sell |
-12
| Closed | -$2K | – | 948 |
|
|
2020
Q3 | $2K | Buy |
12
+1
| +9% | +$167 | ﹤0.01% | 747 |
|
|
2020
Q2 | $1K | Hold |
11
| – | – | ﹤0.01% | 766 |
|
|
2020
Q1 | $1K | Hold |
11
| – | – | ﹤0.01% | 771 |
|
|
2019
Q4 | $1K | Hold |
11
| – | – | ﹤0.01% | 805 |
|
|
2019
Q3 | $1K | Hold |
11
| – | – | ﹤0.01% | 774 |
|
|
2019
Q2 | $1K | Hold |
11
| – | – | ﹤0.01% | 801 |
|
|
2019
Q1 | $1K | Hold |
11
| – | – | ﹤0.01% | 659 |
|
|
2018
Q4 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 699 |
|