Personal Capital Advisors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $248K | Buy |
+1,852
| New | +$248K | ﹤0.01% | 418 |
|
|
2022
Q1 | – | Sell |
-1,320
| Closed | -$241K | – | 500 |
|
|
2021
Q4 | $241K | Buy |
1,320
+47
| +4% | +$8.58K | ﹤0.01% | 488 |
|
|
2021
Q3 | $212K | Sell |
1,273
-1
| -0.1% | -$167 | ﹤0.01% | 475 |
|
|
2021
Q2 | $206K | Buy |
+1,274
| New | +$206K | ﹤0.01% | 471 |
|