Signet Financial Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-3,326
| Closed | -$608K | – | 389 |
|
2021
Q4 | $608K | Buy |
3,326
+29
| +0.9% | +$5.3K | 0.09% | 159 |
|
2021
Q3 | $549K | Sell |
3,297
-129
| -4% | -$21.5K | 0.09% | 158 |
|
2021
Q2 | $553K | Buy |
3,426
+177
| +5% | +$28.6K | 0.19% | 75 |
|
2021
Q1 | $497K | Buy |
3,249
+389
| +14% | +$59.5K | 0.09% | 164 |
|
2020
Q4 | $438K | Sell |
2,860
-226
| -7% | -$34.6K | 0.09% | 174 |
|
2020
Q3 | $447K | Buy |
+3,086
| New | +$447K | 0.1% | 163 |
|
2018
Q4 | – | Sell |
-175
| Closed | -$23K | – | 305 |
|
2018
Q3 | $23K | Hold |
175
| – | – | ﹤0.01% | 489 |
|
2018
Q2 | $20K | Sell |
175
-274
| -61% | -$31.3K | ﹤0.01% | 519 |
|
2018
Q1 | $49K | Buy |
+449
| New | +$49K | 0.01% | 357 |
|