Selective Wealth Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-50
| Closed | -$7K | – | 194 |
|
|
2022
Q3 | $7K | Hold |
50
| – | – | ﹤0.01% | 554 |
|
|
2022
Q2 | $7K | Hold |
50
| – | – | ﹤0.01% | 596 |
|
|
2022
Q1 | $8K | Hold |
50
| – | – | ﹤0.01% | 549 |
|
|
2021
Q4 | $9K | Hold |
50
| – | – | ﹤0.01% | 491 |
|
|
2021
Q3 | $8K | Hold |
50
| – | – | ﹤0.01% | 452 |
|
|
2021
Q2 | $8K | Buy |
+50
| New | +$8K | 0.01% | 365 |
|