Retirement Group’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-73
| Closed | -$10K | – | 515 |
|
|
2022
Q2 | $10K | Hold |
73
| – | – | ﹤0.01% | 431 |
|
|
2022
Q1 | $11K | Buy |
73
+17
| +30% | +$2.56K | ﹤0.01% | 441 |
|
|
2021
Q4 | $10K | Buy |
+56
| New | +$10K | ﹤0.01% | 435 |
|
|
2021
Q2 | – | Sell |
-30
| Closed | -$5K | – | 669 |
|
|
2021
Q1 | $5K | Buy |
30
+1
| +3% | +$167 | ﹤0.01% | 548 |
|
|
2020
Q4 | $4K | Sell |
29
-1
| -3% | -$138 | ﹤0.01% | 517 |
|
|
2020
Q3 | $4K | Hold |
30
| – | – | ﹤0.01% | 503 |
|
|
2020
Q2 | $4K | Buy |
+30
| New | +$4K | ﹤0.01% | 467 |
|
|
2019
Q4 | $4K | Buy |
+29
| New | +$4K | ﹤0.01% | 467 |
|