Marino Stram & Associates’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-348
| Closed | -$36K | – | 141 |
|
|
2019
Q1 | $36K | Buy |
348
+2
| +0.6% | +$207 | 0.03% | 189 |
|
|
2018
Q4 | $33K | Buy |
346
+1
| +0.3% | +$95 | 0.03% | 175 |
|
|
2018
Q3 | $46K | Buy |
345
+1
| +0.3% | +$133 | 0.04% | 173 |
|
|
2018
Q2 | $40K | Buy |
344
+1
| +0.3% | +$116 | 0.04% | 185 |
|
|
2018
Q1 | $38K | Buy |
343
+2
| +0.6% | +$222 | 0.04% | 191 |
|
|
2017
Q4 | $31K | Buy |
+341
| New | +$31K | 0.03% | 206 |
|