MYCIO Wealth Partners’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-776
| Closed | -$53K | – | 274 |
|
|
2016
Q3 | $53K | Sell |
776
-34
| -4% | -$2.32K | 0.01% | 329 |
|
|
2016
Q2 | $53K | Hold |
810
| – | – | 0.01% | 334 |
|
|
2016
Q1 | $48K | Buy |
810
+34
| +4% | +$2.02K | 0.01% | 329 |
|
|
2015
Q4 | $42K | Hold |
776
| – | – | 0.01% | 311 |
|
|
2015
Q3 | $43K | Hold |
776
| – | – | 0.01% | 317 |
|
|
2015
Q2 | $39K | Buy |
776
+375
| +94% | +$18.8K | 0.01% | 326 |
|
|
2015
Q1 | $22K | Hold |
401
| – | – | ﹤0.01% | 388 |
|
|
2014
Q4 | $19K | Hold |
401
| – | – | ﹤0.01% | 400 |
|
|
2014
Q3 | $17K | Hold |
401
| – | – | ﹤0.01% | 389 |
|
|
2014
Q2 | $17K | Hold |
401
| – | – | ﹤0.01% | 403 |
|
|
2014
Q1 | $15K | Hold |
401
| – | – | ﹤0.01% | 420 |
|
|
2013
Q4 | $16K | Hold |
401
| – | – | ﹤0.01% | 392 |
|
|
2013
Q3 | $13K | Hold |
401
| – | – | ﹤0.01% | 378 |
|
|
2013
Q2 | $11K | Buy |
+401
| New | +$11K | ﹤0.01% | 402 |
|