Tradewinds Capital Management’s Broadridge BR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-200
Closed -$31K 478
2022
Q1
$31K Hold
200
0.01% 311
2021
Q4
$37K Hold
200
0.01% 292
2021
Q3
$33K Hold
200
0.01% 297
2021
Q2
$32K Hold
200
0.01% 305
2021
Q1
$31K Hold
200
0.01% 292
2020
Q4
$31K Hold
200
0.01% 274
2020
Q3
$26K Hold
200
0.01% 260
2020
Q2
$25K Hold
200
0.01% 261
2020
Q1
$19K Hold
200
0.01% 264
2019
Q4
$25K Hold
200
0.01% 264
2019
Q3
$25K Hold
200
0.01% 243
2019
Q2
$26K Hold
200
0.01% 236
2019
Q1
$21K Hold
200
0.01% 273
2018
Q4
$19K Hold
200
0.01% 286
2018
Q3
$26K Hold
200
0.01% 283
2018
Q2
$23K Hold
200
0.01% 297
2018
Q1
$22K Hold
200
0.01% 281
2017
Q4
$18K Hold
200
0.01% 329
2017
Q3
$16K Hold
200
0.01% 332
2017
Q2
$15K Hold
200
0.01% 335
2017
Q1
$14K Hold
200
0.01% 340
2016
Q4
$13K Hold
200
0.01% 339
2016
Q3
$14K Hold
200
0.01% 336
2016
Q2
$13K Hold
200
0.01% 341
2016
Q1
$12K Hold
200
0.01% 373
2015
Q4
$11K Hold
200
0.01% 365
2015
Q3
$11K Hold
200
0.01% 353
2015
Q2
$10K Hold
200
0.01% 402
2015
Q1
$11K Hold
200
0.01% 361
2014
Q4
$9K Hold
200
0.01% 390
2014
Q3
$8K Hold
200
0.01% 392
2014
Q2
$8K Hold
200
0.01% 392
2014
Q1
$7K Hold
200
0.01% 420
2013
Q4
$8K Buy
+200
New +$8K 0.01% 395