Tiedemann Advisors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,245
| Closed | -$279K | – | 296 |
|
|
2019
Q4 | $279K | Buy |
+2,245
| New | +$279K | 0.01% | 253 |
|
|
2017
Q4 | – | Sell |
-6,262
| Closed | -$425K | – | 234 |
|
|
2017
Q3 | $425K | Buy |
+6,262
| New | +$425K | 0.04% | 239 |
|
|
2017
Q1 | – | Sell |
-6,292
| Closed | -$417K | – | 394 |
|
|
2016
Q4 | $417K | Buy |
+6,292
| New | +$417K | 0.04% | 231 |
|