Valeo Financial Advisors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-5
| Closed | -$1K | – | 1595 |
|
|
2020
Q2 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 1768 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 1551 |
|
|
2018
Q4 | – | Sell |
-11
| Closed | -$1K | – | 1495 |
|
|
2018
Q3 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 1581 |
|
|
2018
Q2 | – | Sell |
-2,440
| Closed | -$268K | – | 1613 |
|
|
2018
Q1 | $268K | Sell |
2,440
-60
| -2% | -$6.59K | 0.04% | 217 |
|
|
2017
Q4 | $226K | Buy |
+2,500
| New | +$226K | 0.04% | 229 |
|