Veritable’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $678K | Buy |
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|
2023
Q1 | $599K | Sell |
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|
2022
Q4 | $549K | Buy |
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|
2022
Q3 | $549K | Buy |
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|
2022
Q2 | $525K | Buy |
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|
2022
Q1 | $539K | Buy |
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|
2021
Q4 | $600K | Buy |
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|
2021
Q3 | $544K | Buy |
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|
2021
Q2 | $519K | Buy |
|
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|
2021
Q1 | $488K | Buy |
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|
2020
Q4 | $422K | Buy |
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|
2020
Q3 | $362K | Sell |
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|
2020
Q2 | $372K | Sell |
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|
2020
Q1 | $295K | Sell |
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|
2019
Q4 | $401K | Buy |
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|
2019
Q3 | $402K | Buy |
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|
2019
Q2 | $401K | Buy |
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|
2019
Q1 | $321K | Sell |
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|
2018
Q4 | $326K | Buy |
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|
2018
Q3 | $423K | Sell |
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|
2018
Q2 | $483K | Sell |
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|
2018
Q1 | $468K | Sell |
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|
2017
Q4 | $404K | Buy |
|
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|
2017
Q3 | $283K | Buy |
|
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|
2017
Q2 | $214K | Buy |
|
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|
2014
Q1 | – | Sell |
|
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|
2013
Q4 | $309K | Sell |
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|
2013
Q3 | $328K | Sell |
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|
2013
Q2 | $343K | Buy |
|