Optimum Investment Advisors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-233
| Closed | -$31K | – | 864 |
|
|
2020
Q3 | $31K | Hold |
233
| – | – | 0.01% | 520 |
|
|
2020
Q2 | $29K | Buy |
233
+155
| +199% | +$19.3K | 0.01% | 534 |
|
|
2020
Q1 | $7K | Sell |
78
-155
| -67% | -$13.9K | ﹤0.01% | 718 |
|
|
2019
Q4 | $29K | Hold |
233
| – | – | 0.01% | 614 |
|
|
2019
Q3 | $29K | Hold |
233
| – | – | 0.01% | 616 |
|
|
2019
Q2 | $30K | Hold |
233
| – | – | 0.01% | 608 |
|
|
2019
Q1 | $24K | Hold |
233
| – | – | 0.01% | 651 |
|
|
2018
Q4 | $22K | Hold |
233
| – | – | 0.01% | 636 |
|
|
2018
Q3 | $31K | Hold |
233
| – | – | 0.01% | 644 |
|
|
2018
Q2 | $27K | Hold |
233
| – | – | 0.01% | 668 |
|
|
2018
Q1 | $26K | Buy |
+233
| New | +$26K | 0.01% | 660 |
|
|
2015
Q1 | – | Sell |
-7
| Closed | – | – | 968 |
|
|
2014
Q4 | $0 | Hold |
7
| – | – | ﹤0.01% | 988 |
|
|
2014
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 925 |
|
|
2014
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 919 |
|
|
2014
Q1 | $0 | Hold |
7
| – | – | ﹤0.01% | 747 |
|
|
2013
Q4 | $0 | Hold |
7
| – | – | ﹤0.01% | 755 |
|
|
2013
Q3 | $0 | Buy |
+7
| New | – | ﹤0.01% | 722 |
|