San Francisco Sentry Investment Group’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $231K | Sell |
1,432
-8
| -0.6% | -$1.29K | 0.12% | 183 |
|
|
2021
Q1 | $220K | Sell |
1,440
-13
| -0.9% | -$1.99K | 0.09% | 211 |
|
|
2020
Q4 | $222K | Hold |
1,453
| – | – | 0.1% | 185 |
|
|
2020
Q3 | $192K | Sell |
1,453
-10
| -0.7% | -$1.32K | 0.1% | 188 |
|
|
2020
Q2 | $185K | Sell |
1,463
-30
| -2% | -$3.79K | 0.1% | 184 |
|
|
2020
Q1 | $142K | Buy |
1,493
+449
| +43% | +$42.7K | 0.09% | 188 |
|
|
2019
Q4 | $129K | Hold |
1,044
| – | – | 0.06% | 250 |
|
|
2019
Q3 | $130K | Sell |
1,044
-5
| -0.5% | -$623 | 0.06% | 248 |
|
|
2019
Q2 | $134K | Sell |
1,049
-10
| -0.9% | -$1.28K | 0.06% | 239 |
|
|
2019
Q1 | $110K | Buy |
1,059
+1,033
| +3,973% | +$107K | 0.05% | 289 |
|
|
2018
Q4 | $3K | Buy |
26
+11
| +73% | +$1.27K | ﹤0.01% | 680 |
|
|
2018
Q3 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 747 |
|