Stoneridge Investment Partners’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-21,755
| Closed | -$2.26M | – | 121 |
|
|
2019
Q1 | $2.26M | Buy |
+21,755
| New | +$2.26M | 0.66% | 61 |
|
|
2015
Q1 | – | Sell |
-27,100
| Closed | -$1.25M | – | 270 |
|
|
2014
Q4 | $1.25M | Buy |
27,100
+4,600
| +20% | +$212K | 0.16% | 155 |
|
|
2014
Q3 | $937K | Sell |
22,500
-28
| -0.1% | -$1.17K | 0.14% | 160 |
|
|
2014
Q2 | $938K | Buy |
+22,528
| New | +$938K | 0.14% | 160 |
|