Measured Wealth Private Client Group’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-2,473
| Closed | -$316K | – | 146 |
|
|
2019
Q2 | $316K | Sell |
2,473
-70
| -3% | -$8.95K | 0.18% | 122 |
|
|
2019
Q1 | $264K | Buy |
+2,543
| New | +$264K | 0.16% | 140 |
|
|
2018
Q4 | – | Sell |
-3,661
| Closed | -$484K | – | 179 |
|
|
2018
Q3 | $484K | Buy |
3,661
+703
| +24% | +$92.9K | 0.29% | 51 |
|
|
2018
Q2 | $340K | Buy |
+2,958
| New | +$340K | 0.28% | 82 |
|