Teamwork Financial Advisors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,132
| Closed | -$846K | – | 146 |
|
|
2024
Q1 | $846K | Buy |
4,132
+42
| +1% | +$8.6K | 0.13% | 82 |
|
|
2023
Q4 | $841K | Buy |
4,090
+63
| +2% | +$13K | 0.14% | 76 |
|
|
2023
Q3 | $721K | Buy |
4,027
+90
| +2% | +$16.1K | 0.12% | 105 |
|
|
2023
Q2 | $652K | Sell |
3,937
-79
| -2% | -$13.1K | 0.11% | 109 |
|
|
2023
Q1 | $589K | Sell |
4,016
-133
| -3% | -$19.5K | 0.11% | 105 |
|
|
2022
Q4 | $556K | Sell |
4,149
-95
| -2% | -$12.7K | 0.11% | 114 |
|
|
2022
Q3 | $613K | Sell |
4,244
-2,768
| -39% | -$400K | 0.13% | 100 |
|
|
2022
Q2 | $1M | Sell |
7,012
-628
| -8% | -$89.6K | 0.22% | 80 |
|
|
2022
Q1 | $1.19M | Sell |
7,640
-1,534
| -17% | -$239K | 0.22% | 89 |
|
|
2021
Q4 | $1.68M | Sell |
9,174
-385
| -4% | -$70.4K | 0.31% | 66 |
|
|
2021
Q3 | $1.59M | Buy |
9,559
+1,372
| +17% | +$229K | 0.31% | 59 |
|
|
2021
Q2 | $1.32M | Sell |
8,187
-129
| -2% | -$20.8K | 0.27% | 70 |
|
|
2021
Q1 | $1.27M | Sell |
8,316
-530
| -6% | -$81.1K | 0.3% | 67 |
|
|
2020
Q4 | $1.36M | Buy |
8,846
+389
| +5% | +$59.6K | 0.32% | 59 |
|
|
2020
Q3 | $1.12M | Sell |
8,457
-4,356
| -34% | -$575K | 0.35% | 62 |
|
|
2020
Q2 | $1.62M | Buy |
12,813
+9,810
| +327% | +$1.24M | 0.58% | 39 |
|
|
2020
Q1 | $285K | Buy |
+3,003
| New | +$285K | 0.18% | 92 |
|