New Capital Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-379
| Closed | -$34K | – | 154 |
|
|
2017
Q4 | $34K | Hold |
379
| – | – | 0.04% | 84 |
|
|
2017
Q3 | $31K | Hold |
379
| – | – | 0.06% | 86 |
|
|
2017
Q2 | $26K | Hold |
379
| – | – | 0.05% | 94 |
|
|
2017
Q1 | $26K | Hold |
379
| – | – | 0.05% | 93 |
|
|
2016
Q4 | $25K | Buy |
+379
| New | +$25K | 0.04% | 92 |
|