StoneX Group’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-1,488
| Closed | -$219K | – | 371 |
|
2023
Q1 | $219K | Buy |
+1,488
| New | +$219K | 0.13% | 263 |
|
2017
Q3 | – | Sell |
-24,994
| Closed | -$1.89M | – | 197 |
|
2017
Q2 | $1.89M | Buy |
+24,994
| New | +$1.89M | 0.59% | 39 |
|
2017
Q1 | – | Sell |
-10,519
| Closed | -$697K | – | 63 |
|
2016
Q4 | $697K | Buy |
10,519
+137
| +1% | +$9.08K | 1.22% | 31 |
|
2016
Q3 | $704K | Buy |
+10,382
| New | +$704K | 1.57% | 23 |
|