Sargent Bickham Lagudis’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $104K | Hold |
773
| – | – | 0.01% | 334 |
|
|
2022
Q3 | $112K | Sell |
773
-34
| -4% | -$4.93K | 0.01% | 302 |
|
|
2022
Q2 | $115K | Buy |
807
+34
| +4% | +$4.85K | 0.01% | 302 |
|
|
2022
Q1 | $120K | Hold |
773
| – | – | 0.01% | 309 |
|
|
2021
Q4 | $141K | Hold |
773
| – | – | 0.01% | 291 |
|
|
2021
Q3 | $129K | Hold |
773
| – | – | 0.01% | 297 |
|
|
2021
Q2 | $125K | Hold |
773
| – | – | 0.01% | 312 |
|
|
2021
Q1 | $118K | Hold |
773
| – | – | 0.01% | 314 |
|
|
2020
Q4 | $118K | Buy |
+773
| New | +$118K | 0.01% | 308 |
|
|
2020
Q1 | – | Sell |
-250
| Closed | -$31K | – | 782 |
|
|
2019
Q4 | $31K | Buy |
+250
| New | +$31K | ﹤0.01% | 448 |
|
|
2019
Q3 | – | Sell |
-175
| Closed | -$22K | – | 718 |
|
|
2019
Q2 | $22K | Buy |
+175
| New | +$22K | ﹤0.01% | 476 |
|