Progressive Investment Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-28,867
| Closed | -$5.28M | – | 56 |
|
|
2021
Q4 | $5.28M | Sell |
28,867
-319
| -1% | -$58.3K | 1.46% | 29 |
|
|
2021
Q3 | $4.86M | Buy |
29,186
+170
| +0.6% | +$28.3K | 1.44% | 29 |
|
|
2021
Q2 | $4.69M | Sell |
29,016
-103
| -0.4% | -$16.6K | 1.46% | 28 |
|
|
2021
Q1 | $4.46M | Buy |
29,119
+324
| +1% | +$49.6K | 1.57% | 29 |
|
|
2020
Q4 | $4.41M | Buy |
28,795
+35
| +0.1% | +$5.36K | 1.59% | 28 |
|
|
2020
Q3 | $3.8M | Sell |
28,760
-248
| -0.9% | -$32.7K | 1.5% | 29 |
|
|
2020
Q2 | $3.66M | Sell |
29,008
-109
| -0.4% | -$13.8K | 1.6% | 29 |
|
|
2020
Q1 | $2.76M | Buy |
29,117
+255
| +0.9% | +$24.2K | 1.54% | 31 |
|
|
2019
Q4 | $3.57M | Buy |
28,862
+323
| +1% | +$39.9K | 1.74% | 31 |
|
|
2019
Q3 | $3.55M | Buy |
28,539
+812
| +3% | +$101K | 1.9% | 29 |
|
|
2019
Q2 | $3.54M | Sell |
27,727
-3
| -0% | -$383 | 1.98% | 28 |
|
|
2019
Q1 | $2.88M | Buy |
27,730
+161
| +0.6% | +$16.7K | 1.67% | 31 |
|
|
2018
Q4 | $2.65M | Buy |
+27,569
| New | +$2.65M | 1.82% | 30 |
|