MinichMacGregor Wealth Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-125
| Closed | -$16.8K | – | 161 |
|
|
2022
Q4 | $16.8K | Buy |
+125
| New | +$16.8K | 0.01% | 343 |
|
|
2018
Q4 | – | Sell |
-125
| Closed | -$16K | – | 148 |
|
|
2018
Q3 | $16K | Sell |
125
-21
| -14% | -$2.69K | 0.01% | 245 |
|
|
2018
Q2 | $16K | Hold |
146
| – | – | 0.01% | 233 |
|
|
2018
Q1 | $16K | Hold |
146
| – | – | 0.01% | 230 |
|
|
2017
Q4 | $13K | Hold |
146
| – | – | 0.01% | 261 |
|
|
2017
Q3 | $11K | Hold |
146
| – | – | 0.01% | 263 |
|
|
2017
Q2 | $11K | Buy |
146
+2
| +1% | +$151 | 0.01% | 253 |
|
|
2017
Q1 | $9K | Hold |
144
| – | – | 0.01% | 286 |
|
|
2016
Q4 | $9K | Hold |
144
| – | – | 0.01% | 269 |
|
|
2016
Q3 | $9K | Sell |
144
-3
| -2% | -$188 | 0.01% | 275 |
|
|
2016
Q2 | $9K | Hold |
147
| – | – | 0.01% | 265 |
|
|
2016
Q1 | $8K | Buy |
147
+22
| +18% | +$1.2K | 0.01% | 271 |
|
|
2015
Q4 | $6K | Buy |
+125
| New | +$6K | 0.01% | 276 |
|