Walthausen & Co’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-10,340
| Closed | -$430K | – | 130 |
|
|
2014
Q3 | $430K | Sell |
10,340
-112,269
| -92% | -$4.67M | 0.03% | 110 |
|
|
2014
Q2 | $5.11M | Buy |
122,609
+8,920
| +8% | +$371K | 0.37% | 88 |
|
|
2014
Q1 | $4.22M | Buy |
113,689
+38,949
| +52% | +$1.45M | 0.34% | 88 |
|
|
2013
Q4 | $2.95M | Buy |
+74,740
| New | +$2.95M | 0.22% | 88 |
|