Platform Technology Partners’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,154
| Closed | -$621K | – | 225 |
|
|
2024
Q2 | $621K | Buy |
+3,154
| New | +$621K | 0.21% | 101 |
|
|
2023
Q4 | $626K | Hold |
3,166
| – | – | 0.24% | 95 |
|
|
2023
Q3 | $567K | Hold |
3,166
| – | – | 0.27% | 92 |
|
|
2023
Q2 | $527K | Hold |
3,166
| – | – | 0.25% | 98 |
|
|
2023
Q1 | $464K | Sell |
3,166
-400
| -11% | -$58.6K | 0.23% | 102 |
|
|
2022
Q4 | $478K | Hold |
3,566
| – | – | 0.25% | 101 |
|
|
2022
Q3 | $515K | Buy |
3,566
+26
| +0.7% | +$3.76K | 0.29% | 92 |
|
|
2022
Q2 | $505K | Hold |
3,540
| – | – | 0.28% | 97 |
|
|
2022
Q1 | $551K | Hold |
3,540
| – | – | 0.26% | 101 |
|
|
2021
Q4 | $647K | Hold |
3,540
| – | – | 0.28% | 92 |
|
|
2021
Q3 | $590K | Sell |
3,540
-8,159
| -70% | -$1.36M | 0.27% | 100 |
|
|
2021
Q2 | $1.89M | Buy |
+11,699
| New | +$1.89M | 0.78% | 23 |
|
|
2020
Q4 | $2.08M | Sell |
13,544
-32
| -0.2% | -$4.9K | 1.01% | 15 |
|
|
2020
Q3 | $1.79M | Sell |
13,576
-175
| -1% | -$23.1K | 1.1% | 17 |
|
|
2020
Q2 | $1.74M | Sell |
13,751
-56
| -0.4% | -$7.07K | 1.22% | 16 |
|
|
2020
Q1 | $1.31M | Buy |
13,807
+6,810
| +97% | +$646K | 1.19% | 16 |
|
|
2019
Q4 | $864K | Buy |
+6,997
| New | +$864K | 0.65% | 40 |
|