Meag Munich Ergo’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-1,915
| Closed | -$235K | – | 245 |
|
2019
Q4 | $235K | Sell |
1,915
-6,337
| -77% | -$778K | 0.03% | 391 |
|
2019
Q3 | $1.02M | Buy |
8,252
+4,204
| +104% | +$519K | 0.05% | 354 |
|
2019
Q2 | $522K | Hold |
4,048
| – | – | 0.04% | 391 |
|
2019
Q1 | $415K | Sell |
4,048
-7,388
| -65% | -$757K | 0.03% | 439 |
|
2018
Q4 | $1.1M | Buy |
11,436
+1,720
| +18% | +$165K | 0.14% | 219 |
|
2018
Q3 | $1.27M | Buy |
+9,716
| New | +$1.27M | 0.08% | 288 |
|