Main Street Research’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 |
-1,297
| Closed | -$216K | – | 142 |
|
|
2021
Q3 | $216K | Buy |
1,297
+31
| +2% | +$5.16K | 0.02% | 129 |
|
|
2021
Q2 | $204K | Buy |
+1,266
| New | +$204K | 0.02% | 137 |
|
|
2020
Q4 | – | Sell |
-1,762
| Closed | -$233K | – | 127 |
|
|
2020
Q3 | $233K | Buy |
1,762
+75
| +4% | +$9.92K | 0.03% | 100 |
|
|
2020
Q2 | $213K | Buy |
+1,687
| New | +$213K | 0.03% | 91 |
|