Proficio Capital Partners’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-686
| Closed | -$88K | – | 332 |
|
|
2019
Q2 | $88K | Buy |
686
+63
| +10% | +$8.08K | 0.03% | 229 |
|
|
2019
Q1 | $65K | Buy |
623
+19
| +3% | +$1.98K | 0.02% | 279 |
|
|
2018
Q4 | $58K | Sell |
604
-31
| -5% | -$2.98K | 0.03% | 259 |
|
|
2018
Q3 | $84K | Sell |
635
-70
| -10% | -$9.26K | 0.03% | 232 |
|
|
2018
Q2 | $81K | Sell |
705
-55
| -7% | -$6.32K | 0.03% | 237 |
|
|
2018
Q1 | $83K | Sell |
760
-98
| -11% | -$10.7K | 0.02% | 241 |
|
|
2017
Q4 | $78K | Buy |
858
+7
| +0.8% | +$636 | 0.03% | 256 |
|
|
2017
Q3 | $69K | Buy |
851
+1
| +0.1% | +$81 | 0.03% | 315 |
|
|
2017
Q2 | $64K | Buy |
850
+40
| +5% | +$3.01K | 0.03% | 332 |
|
|
2017
Q1 | $61K | Buy |
810
+500
| +161% | +$37.7K | 0.03% | 336 |
|
|
2016
Q4 | $21K | Buy |
310
+8
| +3% | +$542 | 0.01% | 424 |
|
|
2016
Q3 | $20K | Buy |
302
+11
| +4% | +$728 | 0.01% | 422 |
|
|
2016
Q2 | $20K | Buy |
291
+53
| +22% | +$3.64K | 0.01% | 425 |
|
|
2016
Q1 | $14K | Buy |
+238
| New | +$14K | 0.01% | 369 |
|