Stratos Wealth Advisors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,172
| Closed | -$241K | – | 664 |
|
|
2023
Q4 | $241K | Sell |
1,172
-11
| -0.9% | -$2.26K | 0.01% | 606 |
|
|
2023
Q3 | $212K | Buy |
+1,183
| New | +$212K | 0.01% | 613 |
|
|
2019
Q4 | – | Sell |
-3,161
| Closed | -$393K | – | 176 |
|
|
2019
Q3 | $393K | Sell |
3,161
-935
| -23% | -$116K | 0.15% | 146 |
|
|
2019
Q2 | $523K | Sell |
4,096
-388
| -9% | -$49.5K | 0.21% | 106 |
|
|
2019
Q1 | $465K | Buy |
4,484
+1,620
| +57% | +$168K | 0.25% | 110 |
|
|
2018
Q4 | $276K | Buy |
+2,864
| New | +$276K | 0.18% | 145 |
|