Partnervest Advisory Services’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-986
| Closed | -$41K | – | 229 |
|
|
2014
Q2 | $41K | Buy |
986
+306
| +45% | +$12.7K | 0.02% | 397 |
|
|
2014
Q1 | $25K | Buy |
680
+272
| +67% | +$10K | 0.01% | 451 |
|
|
2013
Q4 | $16K | Sell |
408
-2,776
| -87% | -$109K | 0.01% | 519 |
|
|
2013
Q3 | $101K | Hold |
3,184
| – | – | 0.05% | 189 |
|
|
2013
Q2 | $85K | Buy |
+3,184
| New | +$85K | 0.04% | 173 |
|