MD Financial Management’s Broadridge BR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
$3.19M Sell
17,428
-363
-2% -$66.4K 0.08% 99
2021
Q3
$2.97M Buy
17,791
+467
+3% +$77.8K 0.08% 87
2021
Q2
$2.8M Buy
17,324
+8,331
+93% +$1.35M 0.08% 95
2021
Q1
$1.38M Buy
+8,993
New +$1.38M 0.04% 147