Schubert & Co’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 |
-35
| Closed | -$5.13K | – | 243 |
|
|
2023
Q1 | $5.13K | Buy |
35
+6
| +21% | +$879 | ﹤0.01% | 441 |
|
|
2022
Q4 | $3.89K | Sell |
29
-22
| -43% | -$2.95K | ﹤0.01% | 538 |
|
|
2022
Q3 | $7K | Buy |
51
+13
| +34% | +$1.78K | 0.01% | 263 |
|
|
2022
Q2 | $5K | Buy |
38
+22
| +138% | +$2.9K | ﹤0.01% | 331 |
|
|
2022
Q1 | $2K | Buy |
16
+1
| +7% | +$125 | ﹤0.01% | 355 |
|
|
2021
Q4 | $3K | Buy |
+15
| New | +$3K | ﹤0.01% | 200 |
|