TCI Wealth Advisors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-151
| Closed | -$22.1K | – | 487 |
|
|
2023
Q1 | $22.1K | Hold |
151
| – | – | ﹤0.01% | 664 |
|
|
2022
Q4 | $20.3K | Sell |
151
-2
| -1% | -$284 | ﹤0.01% | 701 |
|
|
2022
Q3 | $22K | Sell |
153
-5
| -3% | -$812 | ﹤0.01% | 613 |
|
|
2022
Q2 | $23K | Hold |
158
| – | – | ﹤0.01% | 593 |
|
|
2022
Q1 | $25K | Hold |
158
| – | – | ﹤0.01% | 597 |
|
|
2021
Q4 | $29K | Hold |
158
| – | – | ﹤0.01% | 548 |
|
|
2021
Q3 | $26K | Sell |
158
-8
| -5% | -$1.36K | ﹤0.01% | 581 |
|
|
2021
Q2 | $27K | Sell |
166
-1
| -0.6% | -$160 | ﹤0.01% | 532 |
|
|
2021
Q1 | $26K | Hold |
167
| – | – | 0.01% | 501 |
|
|
2020
Q4 | $26K | Buy |
167
+68
| +69% | +$9.86K | 0.01% | 444 |
|
|
2020
Q3 | $13K | Hold |
99
| – | – | 0.01% | 520 |
|
|
2020
Q2 | $12K | Buy |
99
+2
| +2% | +$232 | 0.01% | 529 |
|
|
2020
Q1 | $9K | Hold |
97
| – | – | ﹤0.01% | 582 |
|
|
2019
Q4 | $12K | Sell |
97
-8
| -8% | -$978 | ﹤0.01% | 662 |
|
|
2019
Q3 | $13K | Buy |
105
+4
| +4% | +$515 | 0.01% | 569 |
|
|
2019
Q2 | $13K | Sell |
101
-9
| -8% | -$1.08K | 0.01% | 560 |
|
|
2019
Q1 | $11K | Hold |
110
| – | – | ﹤0.01% | 607 |
|
|
2018
Q4 | $11K | Sell |
110
-12
| -10% | -$1.3K | 0.01% | 594 |
|
|
2018
Q3 | $16K | Sell |
122
-18
| -13% | -$2.29K | 0.01% | 544 |
|
|
2018
Q2 | $16K | Buy |
140
+27
| +24% | +$3.05K | 0.01% | 529 |
|
|
2018
Q1 | $12K | Hold |
113
| – | – | 0.01% | 583 |
|
|
2017
Q4 | $10K | Hold |
113
| – | – | ﹤0.01% | 627 |
|
|
2017
Q3 | $9K | Hold |
113
| – | – | ﹤0.01% | 615 |
|
|
2017
Q2 | $9K | Hold |
113
| – | – | ﹤0.01% | 609 |
|
|
2017
Q1 | $8K | Hold |
113
| – | – | ﹤0.01% | 612 |
|
|
2016
Q4 | $7K | Sell |
113
-29
| -20% | -$1.89K | ﹤0.01% | 694 |
|
|
2016
Q3 | $10K | Buy |
142
+29
| +26% | +$1.98K | 0.01% | 571 |
|
|
2016
Q2 | $7K | Hold |
113
| – | – | ﹤0.01% | 640 |
|
|
2016
Q1 | $7K | Hold |
113
| – | – | ﹤0.01% | 644 |
|
|
2015
Q4 | $6K | Hold |
113
| – | – | ﹤0.01% | 669 |
|
|
2015
Q3 | $6K | Hold |
113
| – | – | ﹤0.01% | 585 |
|
|
2015
Q2 | $6K | Hold |
113
| – | – | ﹤0.01% | 602 |
|
|
2015
Q1 | $6K | Hold |
113
| – | – | ﹤0.01% | 535 |
|
|
2014
Q4 | $5K | Hold |
113
| – | – | ﹤0.01% | 548 |
|
|
2014
Q3 | $5K | Hold |
113
| – | – | ﹤0.01% | 556 |
|
|
2014
Q2 | $5K | Hold |
113
| – | – | ﹤0.01% | 579 |
|
|
2014
Q1 | $4K | Hold |
113
| – | – | ﹤0.01% | 591 |
|
|
2013
Q4 | $4K | Hold |
113
| – | – | ﹤0.01% | 585 |
|
|
2013
Q3 | $4K | Hold |
113
| – | – | ﹤0.01% | 510 |
|
|
2013
Q2 | $3K | Buy |
+113
| New | +$2.91K | ﹤0.01% | 522 |
|
Other funds holding BR
