San Luis Wealth Advisors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-11,537
| Closed | -$1.69M | – | 164 |
|
|
2023
Q1 | $1.69M | Sell |
11,537
-2,983
| -21% | -$437K | 0.65% | 44 |
|
|
2022
Q4 | $1.95M | Buy |
+14,520
| New | +$1.95M | 1.82% | 18 |
|
|
2022
Q2 | – | Sell |
-405
| Closed | -$74K | – | 114 |
|
|
2022
Q1 | $74K | Buy |
+405
| New | +$74K | 0.04% | 211 |
|
|
2021
Q4 | – | Sell |
-1,518
| Closed | -$253K | – | 95 |
|
|
2021
Q3 | $253K | Buy |
+1,518
| New | +$253K | 0.14% | 135 |
|