Tyler-Stone Wealth Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-51
| Closed | -$10K | – | 379 |
|
|
2024
Q2 | $10K | Hold |
51
| – | – | ﹤0.01% | 636 |
|
|
2024
Q1 | $10.4K | Hold |
51
| – | – | ﹤0.01% | 632 |
|
|
2023
Q4 | $10.5K | Hold |
51
| – | – | 0.01% | 615 |
|
|
2023
Q3 | $9K | Hold |
51
| – | – | 0.01% | 617 |
|
|
2023
Q2 | $8K | Buy |
+51
| New | +$8K | ﹤0.01% | 633 |
|
|
2022
Q4 | $7K | Hold |
51
| – | – | ﹤0.01% | 600 |
|
|
2022
Q3 | $7K | Hold |
51
| – | – | 0.01% | 591 |
|
|
2022
Q2 | $7K | Buy |
51
+33
| +183% | +$4.53K | ﹤0.01% | 602 |
|
|
2022
Q1 | $3K | Hold |
18
| – | – | ﹤0.01% | 699 |
|
|
2021
Q4 | $3K | Buy |
+18
| New | +$3K | ﹤0.01% | 730 |
|