Pasadena Private Wealth’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,500
| Closed | -$274K | – | 102 |
|
|
2021
Q4 | $274K | Hold |
1,500
| – | – | 0.09% | 81 |
|
|
2021
Q3 | $250K | Hold |
1,500
| – | – | 0.09% | 69 |
|
|
2021
Q2 | $242K | Hold |
1,500
| – | – | 0.08% | 70 |
|
|
2021
Q1 | $230K | Hold |
1,500
| – | – | 0.08% | 70 |
|
|
2020
Q4 | $230K | Buy |
+1,500
| New | +$230K | 0.09% | 65 |
|