Orrstown Financial Services’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-190
| Closed | -$25K | – | 105 |
|
|
2019
Q3 | $25K | Sell |
190
-40
| -17% | -$5.26K | 0.03% | 153 |
|
|
2019
Q2 | $29K | Hold |
230
| – | – | 0.04% | 147 |
|
|
2019
Q1 | $24K | Hold |
230
| – | – | 0.03% | 158 |
|
|
2018
Q4 | $22K | Hold |
230
| – | – | 0.03% | 142 |
|
|
2018
Q3 | $30K | Sell |
230
-57
| -20% | -$7.44K | 0.04% | 137 |
|
|
2018
Q2 | $33K | Sell |
287
-70
| -20% | -$8.05K | 0.04% | 163 |
|
|
2018
Q1 | $39K | Sell |
357
-274
| -43% | -$29.9K | 0.05% | 161 |
|
|
2017
Q4 | $57K | Hold |
631
| – | – | 0.07% | 139 |
|
|
2017
Q3 | $51K | Buy |
631
+57
| +10% | +$4.61K | 0.06% | 142 |
|
|
2017
Q2 | $43K | Buy |
574
+55
| +11% | +$4.12K | 0.05% | 148 |
|
|
2017
Q1 | $35K | Buy |
519
+394
| +315% | +$26.6K | 0.04% | 166 |
|
|
2016
Q4 | $8K | Hold |
125
| – | – | 0.01% | 194 |
|
|
2016
Q3 | $8K | Buy |
125
+85
| +213% | +$5.44K | 0.01% | 193 |
|
|
2016
Q2 | $3K | Buy |
+40
| New | +$3K | ﹤0.01% | 221 |
|