Moloney Securities Asset Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-5,336
| Closed | -$976K | – | 419 |
|
|
2021
Q4 | $976K | Buy |
5,336
+27
| +0.5% | +$4.94K | 0.17% | 153 |
|
|
2021
Q3 | $885K | Buy |
5,309
+677
| +15% | +$113K | 0.16% | 166 |
|
|
2021
Q2 | $748K | Buy |
4,632
+295
| +7% | +$47.6K | 0.14% | 192 |
|
|
2021
Q1 | $664K | Buy |
4,337
+261
| +6% | +$40K | 0.13% | 185 |
|
|
2020
Q4 | $624K | Buy |
+4,076
| New | +$624K | 0.14% | 174 |
|