Rampart Investment Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-383
| Closed | -$51K | – | 50 |
|
|
2020
Q3 | $51K | Sell |
383
-1,404
| -79% | -$187K | 0.03% | 322 |
|
|
2020
Q2 | $226K | Buy |
1,787
+880
| +97% | +$111K | 0.04% | 358 |
|
|
2020
Q1 | $86K | Sell |
907
-1,424
| -61% | -$135K | 0.04% | 354 |
|
|
2019
Q4 | $288K | Sell |
2,331
-190
| -8% | -$23.5K | 0.04% | 398 |
|
|
2019
Q3 | $314K | Sell |
2,521
-209
| -8% | -$26K | 0.04% | 365 |
|
|
2019
Q2 | $349K | Sell |
2,730
-251
| -8% | -$32.1K | 0.04% | 358 |
|
|
2019
Q1 | $309K | Buy |
2,981
+1,867
| +168% | +$194K | 0.04% | 386 |
|
|
2018
Q4 | $107K | Sell |
1,114
-1,315
| -54% | -$126K | 0.03% | 395 |
|
|
2018
Q3 | $172K | Buy |
+2,429
| New | +$172K | 0.08% | 283 |
|