Quilter Plc’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4,769
| Closed | -$795K | – | 168 |
|
|
2021
Q3 | $795K | Buy |
4,769
+519
| +12% | +$86.5K | 0.02% | 147 |
|
|
2021
Q2 | $687K | Buy |
4,250
+774
| +22% | +$125K | 0.02% | 155 |
|
|
2021
Q1 | $532K | Buy |
3,476
+1,670
| +92% | +$256K | 0.02% | 190 |
|
|
2020
Q4 | $277K | Hold |
1,806
| – | – | 0.01% | 228 |
|
|
2020
Q3 | $238K | Buy |
+1,806
| New | +$238K | 0.01% | 219 |
|