Lucia Wealth Services’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $20.8M | Buy |
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|
2020
Q2 | $19.4M | Buy |
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|
2020
Q1 | $12.8M | Buy |
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|
2019
Q4 | $13.8M | Buy |
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|
2019
Q3 | $13.5M | Buy |
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|
2019
Q2 | $13.7M | Sell |
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|
2019
Q1 | $11.5M | Buy |
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|
2018
Q4 | $6.47M | Sell |
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|
2018
Q3 | $10.2M | Buy |
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|
2018
Q2 | $8.15M | Sell |
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|
2018
Q1 | $9.32M | Sell |
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|
2017
Q4 | $10.3M | Buy |
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