Reilly Financial Advisors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $26K | Hold |
141
| – | – | ﹤0.01% | 514 |
|
|
2021
Q3 | $23K | Sell |
141
-296
| -68% | -$48.3K | ﹤0.01% | 498 |
|
|
2021
Q2 | $71K | Hold |
437
| – | – | 0.01% | 320 |
|
|
2021
Q1 | $67K | Hold |
437
| – | – | 0.01% | 311 |
|
|
2020
Q4 | $67K | Hold |
437
| – | – | 0.01% | 296 |
|
|
2020
Q3 | $58K | Hold |
437
| – | – | 0.01% | 282 |
|
|
2020
Q2 | $55K | Hold |
437
| – | – | 0.01% | 298 |
|
|
2020
Q1 | $41K | Hold |
437
| – | – | 0.01% | 323 |
|
|
2019
Q4 | $54K | Hold |
437
| – | – | 0.01% | 322 |
|
|
2019
Q3 | $54K | Hold |
437
| – | – | 0.01% | 332 |
|
|
2019
Q2 | $56K | Hold |
437
| – | – | 0.01% | 342 |
|
|
2019
Q1 | $45K | Hold |
437
| – | – | 0.01% | 370 |
|
|
2018
Q4 | $42K | Hold |
437
| – | – | 0.01% | 360 |
|
|
2018
Q3 | $58K | Hold |
437
| – | – | 0.01% | 336 |
|
|
2018
Q2 | $50K | Hold |
437
| – | – | 0.01% | 314 |
|
|
2018
Q1 | $48K | Hold |
437
| – | – | 0.01% | 306 |
|
|
2017
Q4 | $40K | Buy |
437
+112
| +34% | +$10.3K | 0.01% | 359 |
|
|
2017
Q3 | $26K | Buy |
325
+29
| +10% | +$2.32K | ﹤0.01% | 434 |
|
|
2017
Q2 | $22K | Hold |
296
| – | – | ﹤0.01% | 478 |
|
|
2017
Q1 | $20K | Buy |
+296
| New | +$20K | ﹤0.01% | 474 |
|
|
2015
Q1 | – | Sell |
-2,385
| Closed | -$110K | – | 1299 |
|
|
2014
Q4 | $110K | Hold |
2,385
| – | – | 0.03% | 180 |
|
|
2014
Q3 | $99K | Hold |
2,385
| – | – | 0.02% | 186 |
|
|
2014
Q2 | $99K | Hold |
2,385
| – | – | 0.02% | 186 |
|
|
2014
Q1 | $89K | Hold |
2,385
| – | – | 0.02% | 185 |
|
|
2013
Q4 | $94K | Hold |
2,385
| – | – | 0.02% | 167 |
|
|
2013
Q3 | $77K | Hold |
2,385
| – | – | 0.02% | 165 |
|
|
2013
Q2 | $64K | Buy |
+2,385
| New | +$64K | 0.02% | 178 |
|