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Proficio Capital Partners’s Broadridge BR Stock Holding History

Proficio Capital Partners’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-686
Closed -$88K – 332
2019
Q2 		$88K Buy
686
+63
+10% +$7.59K 0.03% 229
2019
Q1 		$65K Buy
623
+19
+3% +$1.91K 0.02% 279
2018
Q4 		$58K Sell
604
-31
-5% -$3.36K 0.03% 260
2018
Q3 		$84K Sell
635
-70
-10% -$8.88K 0.03% 235
2018
Q2 		$81K Sell
705
-55
-7% -$6.21K 0.03% 239
2018
Q1 		$83K Sell
760
-98
-11% -$9.73K 0.03% 243
2017
Q4 		$78K Buy
858
+7
+0.8% +$611 0.03% 257
2017
Q3 		$69K Buy
851
+1
+0.1% +$77 0.03% 315
2017
Q2 		$64K Buy
850
+40
+5% +$2.89K 0.03% 333
2017
Q1 		$61K Buy
810
+500
+161% +$33.9K 0.03% 336
2016
Q4 		$21K Buy
310
+8
+3% +$520 0.01% 425
2016
Q3 		$20K Buy
302
+11
+4% +$751 0.01% 424
2016
Q2 		$20K Buy
291
+53
+22% +$3.28K 0.01% 425
2016
Q1 		$14K Buy
+238
New +$13K 0.01% 369

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