Squar Milner Financial Services’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-1,576
| Closed | -$149K | – | 274 |
|
|
2020
Q1 | $149K | Sell |
1,576
-123
| -7% | -$11.6K | 0.09% | 202 |
|
|
2019
Q4 | $209K | Buy |
+1,699
| New | +$209K | 0.1% | 197 |
|
|
2019
Q3 | – | Sell |
-1,292
| Closed | -$165K | – | 281 |
|
|
2019
Q2 | $165K | Sell |
1,292
-150
| -10% | -$19.2K | 0.11% | 189 |
|
|
2019
Q1 | $149K | Buy |
1,442
+277
| +24% | +$28.6K | 0.11% | 205 |
|
|
2018
Q4 | $112K | Hold |
1,165
| – | – | 0.11% | 208 |
|
|
2018
Q3 | $154K | Buy |
1,165
+220
| +23% | +$29.1K | 0.14% | 189 |
|
|
2018
Q2 | $109K | Buy |
+945
| New | +$109K | 0.1% | 238 |
|