Schear Investment Advisers’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,663
| Closed | -$342K | – | 81 |
|
|
2023
Q4 | $342K | Sell |
1,663
-40
| -2% | -$8.23K | 0.33% | 69 |
|
|
2023
Q3 | $305K | Sell |
1,703
-438
| -20% | -$78.4K | 0.33% | 70 |
|
|
2023
Q2 | $355K | Sell |
2,141
-103
| -5% | -$17.1K | 0.37% | 70 |
|
|
2023
Q1 | $329K | Sell |
2,244
-43
| -2% | -$6.3K | 0.39% | 72 |
|
|
2022
Q4 | $307K | Buy |
+2,287
| New | +$307K | 0.38% | 79 |
|