Wealthfront’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $897K | Buy |
6,800
+4,946
| +267% | +$652K | 0.01% | 275 |
|
|
2018
Q2 | $213K | Sell |
1,854
-43
| -2% | -$4.94K | ﹤0.01% | 486 |
|
|
2018
Q1 | $208K | Buy |
+1,897
| New | +$208K | ﹤0.01% | 494 |
|
|
2015
Q4 | – | Sell |
-638
| Closed | -$35K | – | 382 |
|
|
2015
Q3 | $35K | Buy |
638
+546
| +593% | +$30K | ﹤0.01% | 581 |
|
|
2015
Q2 | $5K | Buy |
92
+40
| +77% | +$2.17K | ﹤0.01% | 1029 |
|
|
2015
Q1 | $3K | Buy |
52
+50
| +2,500% | +$2.89K | ﹤0.01% | 888 |
|
|
2014
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 705 |
|