TrueWealth LLC’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $29K | Hold |
232
| – | – | 0.01% | 339 |
|
|
2020
Q1 | $22K | Buy |
232
+1
| +0.4% | +$95 | 0.01% | 343 |
|
|
2019
Q4 | $29K | Hold |
231
| – | – | 0.01% | 331 |
|
|
2019
Q3 | $29K | Sell |
231
-7
| -3% | -$879 | 0.01% | 324 |
|
|
2019
Q2 | $30K | Buy |
238
+1
| +0.4% | +$126 | 0.01% | 318 |
|
|
2019
Q1 | $25K | Hold |
237
| – | – | 0.01% | 341 |
|
|
2018
Q4 | $23K | Buy |
237
+1
| +0.4% | +$97 | 0.01% | 340 |
|
|
2018
Q3 | $31K | Hold |
236
| – | – | 0.01% | 329 |
|
|
2018
Q2 | $27K | Hold |
236
| – | – | 0.01% | 341 |
|
|
2018
Q1 | $26K | Buy |
236
+1
| +0.4% | +$110 | 0.01% | 323 |
|
|
2017
Q4 | $21K | Buy |
+235
| New | +$21K | 0.01% | 382 |
|