Lyons Wealth Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-6,651
| Closed | -$641K | – | 17 |
|
|
2018
Q4 | $641K | Sell |
6,651
-488
| -7% | -$47K | 2.09% | 20 |
|
|
2018
Q3 | $943K | Sell |
7,139
-335
| -4% | -$44.3K | 1.87% | 15 |
|
|
2018
Q2 | $858K | Sell |
7,474
-1,792
| -19% | -$206K | 1.23% | 15 |
|
|
2018
Q1 | $1.02M | Buy |
9,266
+169
| +2% | +$18.6K | 1.55% | 9 |
|
|
2017
Q4 | $825K | Buy |
+9,097
| New | +$825K | 1.35% | 20 |
|