Newfound Research’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $58K | Sell |
401
-321
| -44% | -$46.4K | 0.14% | 105 |
|
|
2022
Q2 | $103K | Sell |
722
-209
| -22% | -$29.8K | 0.22% | 27 |
|
|
2022
Q1 | $145K | Buy |
931
+85
| +10% | +$13.2K | 0.19% | 44 |
|
|
2021
Q4 | $155K | Buy |
846
+145
| +21% | +$26.6K | 0.19% | 41 |
|
|
2021
Q3 | $117K | Buy |
701
+157
| +29% | +$26.2K | 0.19% | 21 |
|
|
2021
Q2 | $88K | Buy |
544
+36
| +7% | +$5.82K | 0.17% | 49 |
|
|
2021
Q1 | $78K | Sell |
508
-347
| -41% | -$53.3K | 0.18% | 48 |
|
|
2020
Q4 | $131K | Buy |
855
+603
| +239% | +$92.4K | 0.34% | 24 |
|
|
2020
Q3 | $33K | Buy |
+252
| New | +$33K | 0.09% | 66 |
|