Mid Atlantic 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
Q3 | $302K | Sell |
1,813
-68
| -4% | -$11.3K | 0.02% | 662 |
|
|
2021
Q2 | $304K | Buy |
1,881
+8
| +0.4% | +$1.29K | 0.02% | 658 |
|
|
2021
Q1 | $287K | Sell |
1,873
-122
| -6% | -$18.7K | 0.02% | 647 |
|
|
2020
Q4 | $306K | Sell |
1,995
-14
| -0.7% | -$2.15K | 0.02% | 565 |
|
|
2020
Q3 | $295K | Sell |
2,009
-1,257
| -38% | -$185K | 0.03% | 520 |
|
|
2020
Q2 | $412K | Sell |
3,266
-94
| -3% | -$11.9K | 0.04% | 386 |
|
|
2020
Q1 | $319K | Buy |
3,360
+912
| +37% | +$86.6K | 0.04% | 421 |
|
|
2019
Q4 | $302K | Buy |
2,448
+119
| +5% | +$14.7K | 0.03% | 524 |
|
|
2019
Q3 | $290K | Sell |
2,329
-65
| -3% | -$8.09K | 0.03% | 521 |
|
|
2019
Q2 | $306K | Sell |
2,394
-386
| -14% | -$49.3K | 0.03% | 513 |
|
|
2019
Q1 | $288K | Sell |
2,780
-1,333
| -32% | -$138K | 0.03% | 521 |
|
|
2018
Q4 | $396K | Buy |
+4,113
| New | +$396K | 0.05% | 396 |
|