Mosaic Family Wealth’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-65
| Closed | -$7K | – | 222 |
|
|
2019
Q1 | $7K | Hold |
65
| – | – | ﹤0.01% | 526 |
|
|
2018
Q4 | $6K | Hold |
65
| – | – | ﹤0.01% | 530 |
|
|
2018
Q3 | $7K | Hold |
65
| – | – | ﹤0.01% | 530 |
|
|
2018
Q2 | $7K | Hold |
65
| – | – | ﹤0.01% | 562 |
|
|
2018
Q1 | $7K | Hold |
65
| – | – | ﹤0.01% | 556 |
|
|
2017
Q4 | $6K | Hold |
65
| – | – | ﹤0.01% | 573 |
|
|
2017
Q3 | $5K | Buy |
65
+1
| +2% | +$77 | ﹤0.01% | 682 |
|
|
2017
Q2 | $5K | Hold |
64
| – | – | ﹤0.01% | 557 |
|
|
2017
Q1 | $4K | Hold |
64
| – | – | ﹤0.01% | 598 |
|
|
2016
Q4 | $4K | Buy |
64
+1
| +2% | +$63 | ﹤0.01% | 579 |
|
|
2016
Q3 | $4K | Sell |
63
-1
| -2% | -$63 | ﹤0.01% | 601 |
|
|
2016
Q2 | $5K | Buy |
64
+2
| +3% | +$156 | ﹤0.01% | 594 |
|
|
2016
Q1 | $3K | Hold |
62
| – | – | ﹤0.01% | 643 |
|
|
2015
Q4 | $3K | Buy |
+62
| New | +$3K | ﹤0.01% | 631 |
|