Simplicity Solutions’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.48M | Sell |
12,039
-107
| -0.9% | -$22K | 0.07% | 263 |
|
|
2023
Q3 | $2.17M | Buy |
12,146
+1,846
| +18% | +$331K | 0.07% | 259 |
|
|
2023
Q2 | $1.71M | Buy |
10,300
+754
| +8% | +$125K | 0.05% | 352 |
|
|
2023
Q1 | $1.4M | Buy |
9,546
+5,382
| +129% | +$789K | 0.04% | 398 |
|
|
2022
Q4 | $558K | Sell |
4,164
-442
| -10% | -$59.3K | 0.08% | 309 |
|
|
2022
Q3 | $665K | Sell |
4,606
-968
| -17% | -$140K | 0.1% | 255 |
|
|
2022
Q2 | $795K | Buy |
5,574
+139
| +3% | +$19.8K | 0.1% | 218 |
|
|
2022
Q1 | $846K | Sell |
5,435
-1,491
| -22% | -$232K | 0.1% | 202 |
|
|
2021
Q4 | $1.27M | Buy |
6,926
+2,149
| +45% | +$393K | 0.14% | 189 |
|
|
2021
Q3 | $796K | Buy |
4,777
+552
| +13% | +$92K | 0.12% | 179 |
|
|
2021
Q2 | $683K | Buy |
4,225
+2,333
| +123% | +$377K | 0.14% | 165 |
|
|
2021
Q1 | $290K | Sell |
1,892
-9,152
| -83% | -$1.4M | 0.06% | 346 |
|
|
2020
Q4 | $1.69M | Sell |
11,044
-1,478
| -12% | -$226K | 0.03% | 427 |
|
|
2020
Q3 | $1.65M | Sell |
12,522
-552
| -4% | -$72.9K | 0.03% | 377 |
|
|
2020
Q2 | $1.65M | Buy |
13,074
+2,187
| +20% | +$276K | 0.03% | 345 |
|
|
2020
Q1 | $1.03M | Buy |
10,887
+8,309
| +322% | +$788K | 0.03% | 343 |
|
|
2019
Q4 | $318K | Sell |
2,578
-12
| -0.5% | -$1.48K | 0.01% | 660 |
|
|
2019
Q3 | $322K | Sell |
2,590
-2,082
| -45% | -$259K | 0.01% | 522 |
|
|
2019
Q2 | $597K | Sell |
4,672
-522
| -10% | -$66.7K | 0.03% | 332 |
|
|
2019
Q1 | $539K | Buy |
5,194
+2,874
| +124% | +$298K | 0.03% | 381 |
|
|
2018
Q4 | $223K | Sell |
2,320
-3,100
| -57% | -$298K | 0.03% | 535 |
|
|
2018
Q3 | $715K | Buy |
5,420
+1,944
| +56% | +$256K | 0.04% | 209 |
|
|
2018
Q2 | $400K | Buy |
+3,476
| New | +$400K | 0.03% | 289 |
|