Stokes Capital Advisors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,635
| Closed | -$566K | – | 81 |
|
|
2022
Q1 | $566K | Buy |
3,635
+5
| +0.1% | +$779 | 0.17% | 76 |
|
|
2021
Q4 | $664K | Buy |
3,630
+85
| +2% | +$15.5K | 0.2% | 68 |
|
|
2021
Q3 | $591K | Buy |
3,545
+228
| +7% | +$38K | 0.19% | 67 |
|
|
2021
Q2 | $536K | Buy |
+3,317
| New | +$536K | 0.18% | 69 |
|