MLM
Mount Lucas Management’s Broadridge BR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,116
| Closed | -$1.61M | – | 147 |
|
|
2024
Q4 | $1.61M | Sell |
7,116
-347
| -5% | -$78.5K | 0.56% | 42 |
|
|
2024
Q3 | $1.6M | Sell |
7,463
-5,611
| -43% | -$1.21M | 0.55% | 49 |
|
|
2024
Q2 | $2.58M | Sell |
13,074
-75
| -0.6% | -$14.8K | 0.74% | 34 |
|
|
2024
Q1 | $2.69M | Sell |
13,149
-1,036
| -7% | -$212K | 0.74% | 35 |
|
|
2023
Q4 | $2.92M | Buy |
+14,185
| New | +$2.92M | 0.84% | 25 |
|
|
2019
Q4 | – | Sell |
-641
| Closed | -$80K | – | 91 |
|
|
2019
Q3 | $80K | Sell |
641
-18,987
| -97% | -$2.37M | 0.01% | 103 |
|
|
2019
Q2 | $2.51M | Sell |
19,628
-501
| -2% | -$64K | 0.42% | 65 |
|
|
2019
Q1 | $2.09M | Buy |
20,129
+104
| +0.5% | +$10.8K | 0.35% | 74 |
|
|
2018
Q4 | $1.93M | Buy |
20,025
+470
| +2% | +$45.2K | 0.24% | 42 |
|
|
2018
Q3 | $2.58M | Buy |
+19,555
| New | +$2.58M | 0.38% | 48 |
|