Orser Capital Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,838
| Closed | -$446K | – | 48 |
|
|
2025
Q1 | $446K | Buy |
+1,838
| New | +$446K | 0.33% | 42 |
|
|
2022
Q1 | – | Sell |
-1,260
| Closed | -$230K | – | 86 |
|
|
2021
Q4 | $230K | Hold |
1,260
| – | – | 0.12% | 88 |
|
|
2021
Q3 | $210K | Hold |
1,260
| – | – | 0.12% | 87 |
|
|
2021
Q2 | $204K | Buy |
+1,260
| New | +$204K | 0.1% | 95 |
|
|
2019
Q1 | – | Sell |
-15,840
| Closed | -$1.88M | – | 68 |
|
|
2018
Q4 | $1.88M | Hold |
15,840
| – | – | 2.16% | 17 |
|
|
2018
Q3 | $1.88M | Sell |
15,840
-500
| -3% | -$59.3K | 1.8% | 18 |
|
|
2018
Q2 | $1.94M | Sell |
16,340
-860
| -5% | -$102K | 1.68% | 17 |
|
|
2018
Q1 | $1.87M | Buy |
17,200
+420
| +3% | +$45.5K | 1.73% | 17 |
|
|
2017
Q4 | $1.59M | Buy |
+16,780
| New | +$1.59M | 1.41% | 29 |
|