Oliver Lagore Vanvalin Investment Group’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-97
| Closed | -$19.9K | – | 744 |
|
|
2024
Q1 | $19.9K | Hold |
97
| – | – | 0.01% | 337 |
|
|
2023
Q4 | $20K | Hold |
97
| – | – | 0.01% | 313 |
|
|
2023
Q3 | $17.4K | Hold |
97
| – | – | 0.01% | 358 |
|
|
2023
Q2 | $16.1K | Hold |
97
| – | – | 0.01% | 393 |
|
|
2023
Q1 | $14.2K | Hold |
97
| – | – | 0.01% | 335 |
|
|
2022
Q4 | $13K | Sell |
97
-55
| -36% | -$7.38K | 0.01% | 328 |
|
|
2022
Q3 | $22K | Hold |
152
| – | – | 0.01% | 244 |
|
|
2022
Q2 | $22K | Hold |
152
| – | – | 0.01% | 245 |
|
|
2022
Q1 | $24K | Buy |
+152
| New | +$24K | 0.02% | 238 |
|