Wagner Wealth Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-49
| Closed | -$7K | – | 298 |
|
|
2022
Q3 | $7K | Hold |
49
| – | – | 0.01% | 470 |
|
|
2022
Q2 | $7K | Buy |
+49
| New | +$7K | 0.01% | 490 |
|
|
2022
Q1 | – | Sell |
-49
| Closed | -$9K | – | 265 |
|
|
2021
Q4 | $9K | Hold |
49
| – | – | 0.01% | 504 |
|
|
2021
Q3 | $9K | Hold |
49
| – | – | 0.01% | 485 |
|
|
2021
Q2 | $8K | Hold |
49
| – | – | 0.01% | 510 |
|
|
2021
Q1 | $8K | Buy |
+49
| New | +$8K | 0.01% | 485 |
|
|
2018
Q3 | $31K | Hold |
234
| – | – | 0.02% | 296 |
|
|
2018
Q2 | $27K | Hold |
234
| – | – | 0.02% | 283 |
|
|
2018
Q1 | $26K | Buy |
234
+49
| +26% | +$5.44K | 0.02% | 262 |
|
|
2017
Q4 | $25K | Buy |
+185
| New | +$25K | 0.02% | 277 |
|