Lumature Wealth Partners’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $42.2K | Buy |
255
+9
| +4% | +$1.49K | 0.03% | 228 |
|
|
2023
Q1 | $36.1K | Hold |
246
| – | – | 0.02% | 236 |
|
|
2022
Q4 | $33K | Hold |
246
| – | – | 0.02% | 243 |
|
|
2022
Q3 | $36K | Hold |
246
| – | – | 0.02% | 244 |
|
|
2022
Q2 | $35K | Sell |
246
-119
| -33% | -$16.9K | 0.02% | 254 |
|
|
2022
Q1 | $57K | Buy |
365
+165
| +83% | +$25.8K | 0.02% | 248 |
|
|
2021
Q4 | $37K | Buy |
200
+79
| +65% | +$14.6K | 0.01% | 245 |
|
|
2021
Q3 | $20K | Buy |
121
+59
| +95% | +$9.75K | 0.01% | 285 |
|
|
2021
Q2 | $10K | Buy |
62
+35
| +130% | +$5.65K | ﹤0.01% | 294 |
|
|
2021
Q1 | $4K | Buy |
+27
| New | +$4K | ﹤0.01% | 321 |
|