Perkins Coie Trust Company’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3
| Closed | -$617 | – | 264 |
|
|
2023
Q4 | $617 | Sell |
3
-1
| -25% | -$206 | ﹤0.01% | 281 |
|
|
2023
Q3 | $716 | Buy |
+4
| New | +$716 | ﹤0.01% | 470 |
|
|
2020
Q2 | – | Sell |
-3
| Closed | – | – | 304 |
|
|
2020
Q1 | $0 | Buy |
+3
| New | – | ﹤0.01% | 346 |
|
|
2019
Q4 | – | Sell |
-14
| Closed | -$2K | – | 304 |
|
|
2019
Q3 | $2K | Hold |
14
| – | – | ﹤0.01% | 284 |
|
|
2019
Q2 | $2K | Buy |
+14
| New | +$2K | ﹤0.01% | 286 |
|