One Wealth Advisors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-438
| Closed | -$58.7K | – | 247 |
|
|
2022
Q4 | $58.7K | Buy |
+438
| New | +$58.7K | 0.01% | 383 |
|
|
2019
Q3 | – | Sell |
-3,793
| Closed | -$484K | – | 115 |
|
|
2019
Q2 | $484K | Buy |
3,793
+199
| +6% | +$25.4K | 0.4% | 36 |
|
|
2019
Q1 | $373K | Buy |
3,594
+1,008
| +39% | +$105K | 0.3% | 51 |
|
|
2018
Q4 | $249K | Sell |
2,586
-745
| -22% | -$71.7K | 0.25% | 71 |
|
|
2018
Q3 | $441K | Buy |
3,331
+3,126
| +1,525% | +$414K | 0.34% | 40 |
|
|
2018
Q2 | $24K | Buy |
205
+13
| +7% | +$1.52K | 0.02% | 298 |
|
|
2018
Q1 | $21K | Sell |
192
-18
| -9% | -$1.97K | 0.02% | 294 |
|
|
2017
Q4 | $19K | Buy |
+210
| New | +$19K | 0.02% | 328 |
|