PFG Advisors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-13,981
| Closed | -$1.99M | – | 522 |
|
|
2022
Q2 | $1.99M | Sell |
13,981
-293
| -2% | -$41.8K | 0.23% | 102 |
|
|
2022
Q1 | $2.22M | Sell |
14,274
-2,776
| -16% | -$432K | 0.22% | 100 |
|
|
2021
Q4 | $3.12M | Sell |
17,050
-580
| -3% | -$106K | 0.31% | 83 |
|
|
2021
Q3 | $2.94M | Sell |
17,630
-475
| -3% | -$79.2K | 0.32% | 74 |
|
|
2021
Q2 | $2.93M | Sell |
18,105
-4
| -0% | -$646 | 0.33% | 74 |
|
|
2021
Q1 | $2.77M | Sell |
18,109
-1,200
| -6% | -$184K | 0.36% | 71 |
|
|
2020
Q4 | $2.96M | Sell |
19,309
-1,208
| -6% | -$185K | 0.5% | 51 |
|
|
2020
Q3 | $2.82M | Sell |
20,517
-397
| -2% | -$54.6K | 0.54% | 43 |
|
|
2020
Q2 | $2.64M | Sell |
20,914
-332
| -2% | -$41.8K | 0.59% | 41 |
|
|
2020
Q1 | $2.33M | Sell |
21,246
-3,441
| -14% | -$378K | 0.63% | 40 |
|
|
2019
Q4 | $3.1M | Sell |
24,687
-540
| -2% | -$67.7K | 0.76% | 29 |
|
|
2019
Q3 | $3.05M | Sell |
25,227
-3,921
| -13% | -$474K | 0.84% | 27 |
|
|
2019
Q2 | $3.92M | Sell |
29,148
-2,280
| -7% | -$306K | 1.06% | 17 |
|
|
2019
Q1 | $3.71M | Sell |
31,428
-1,095
| -3% | -$129K | 1.13% | 16 |
|
|
2018
Q4 | $3.23M | Buy |
+32,523
| New | +$3.23M | 1.01% | 21 |
|