Osborn Williams & Donohoe’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,655
| Closed | -$204K | – | 264 |
|
|
2019
Q4 | $204K | Hold |
1,655
| – | – | 0.02% | 300 |
|
|
2019
Q3 | $206K | Sell |
1,655
-25
| -1% | -$3.11K | 0.02% | 302 |
|
|
2019
Q2 | $215K | Sell |
1,680
-50
| -3% | -$6.4K | 0.02% | 304 |
|
|
2019
Q1 | $191K | Buy |
+1,730
| New | +$191K | 0.02% | 337 |
|
|
2018
Q4 | – | Sell |
-2,780
| Closed | -$367K | – | 223 |
|
|
2018
Q3 | $367K | Sell |
2,780
-75
| -3% | -$9.9K | 0.06% | 190 |
|
|
2018
Q2 | $329K | Sell |
2,855
-125
| -4% | -$14.4K | 0.06% | 195 |
|
|
2018
Q1 | $327K | Buy |
+2,980
| New | +$327K | 0.06% | 186 |
|