Piedmont Investment Advisors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-12,130
| Closed | -$1.15M | – | 91 |
|
|
2020
Q1 | $1.15M | Buy |
12,130
+1,423
| +13% | +$135K | 0.05% | 283 |
|
|
2019
Q4 | $1.32M | Buy |
10,707
+545
| +5% | +$67.3K | 0.05% | 274 |
|
|
2019
Q3 | $1.26M | Sell |
10,162
-5
| -0% | -$622 | 0.05% | 266 |
|
|
2019
Q2 | $1.3M | Sell |
10,167
-76
| -0.7% | -$9.7K | 0.05% | 272 |
|
|
2019
Q1 | $1.06M | Buy |
10,243
+140
| +1% | +$14.5K | 0.04% | 285 |
|
|
2018
Q4 | $972K | Buy |
10,103
+557
| +6% | +$53.6K | 0.05% | 275 |
|
|
2018
Q3 | $1.26M | Buy |
9,546
+8,211
| +615% | +$1.08M | 0.05% | 264 |
|
|
2018
Q2 | $154K | Buy |
+1,335
| New | +$154K | 0.01% | 950 |
|