Magnus Financial Group’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,840
| Closed | -$232K | – | 346 |
|
|
2020
Q2 | $232K | Buy |
+1,840
| New | +$232K | 0.03% | 497 |
|
|
2020
Q1 | – | Sell |
-1,798
| Closed | -$222K | – | 576 |
|
|
2019
Q4 | $222K | Buy |
1,798
+70
| +4% | +$8.64K | 0.03% | 446 |
|
|
2019
Q3 | $215K | Hold |
1,728
| – | – | 0.04% | 415 |
|
|
2019
Q2 | $221K | Buy |
+1,728
| New | +$221K | 0.04% | 399 |
|