New England Research & Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,129
| Closed | -$1.32M | – | 150 |
|
|
2024
Q3 | $1.32M | Sell |
6,129
-551
| -8% | -$118K | 0.62% | 59 |
|
|
2024
Q2 | $1.32M | Sell |
6,680
-470
| -7% | -$92.6K | 0.63% | 55 |
|
|
2024
Q1 | $1.47M | Buy |
+7,150
| New | +$1.47M | 0.72% | 49 |
|
|
2021
Q2 | – | Sell |
-1,875
| Closed | -$287K | – | 174 |
|
|
2021
Q1 | $287K | Buy |
+1,875
| New | +$287K | 0.16% | 142 |
|