RMDI
R.M. Davis Inc’s Broadridge BR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,359
| Closed | -$248K | – | 278 |
|
|
2021
Q4 | $248K | Hold |
1,359
| – | – | 0.01% | 247 |
|
|
2021
Q3 | $226K | Sell |
1,359
-175
| -11% | -$29.1K | 0.01% | 252 |
|
|
2021
Q2 | $248K | Buy |
1,534
+179
| +13% | +$28.9K | 0.01% | 241 |
|
|
2021
Q1 | $207K | Sell |
1,355
-108
| -7% | -$16.5K | 0.01% | 258 |
|
|
2020
Q4 | $224K | Buy |
+1,463
| New | +$224K | 0.01% | 249 |
|