Wealthcare Advisory Partners’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-77
| Closed | -$10K | – | 1483 |
|
|
2019
Q4 | $10K | Hold |
77
| – | – | ﹤0.01% | 930 |
|
|
2019
Q3 | $10K | Hold |
77
| – | – | ﹤0.01% | 914 |
|
|
2019
Q2 | $10K | Buy |
77
+1
| +1% | +$130 | ﹤0.01% | 895 |
|
|
2019
Q1 | $8K | Hold |
76
| – | – | ﹤0.01% | 856 |
|
|
2018
Q4 | $7K | Hold |
76
| – | – | ﹤0.01% | 854 |
|
|
2018
Q3 | $10K | Sell |
76
-592
| -89% | -$77.9K | ﹤0.01% | 835 |
|
|
2018
Q2 | $77K | Buy |
668
+1
| +0.1% | +$115 | 0.02% | 376 |
|
|
2018
Q1 | $73K | Hold |
667
| – | – | 0.02% | 334 |
|
|
2017
Q4 | $60K | Buy |
+667
| New | +$60K | 0.02% | 342 |
|