Wealthspire Advisors (Maryland)’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,407
| Closed | -$146K | – | 674 |
|
|
2019
Q1 | $146K | Sell |
1,407
-490
| -26% | -$50.8K | 0.01% | 522 |
|
|
2018
Q4 | $183K | Sell |
1,897
-394
| -17% | -$38K | 0.02% | 420 |
|
|
2018
Q3 | $302K | Sell |
2,291
-583
| -20% | -$76.9K | 0.02% | 355 |
|
|
2018
Q2 | $331K | Sell |
2,874
-287
| -9% | -$33.1K | 0.03% | 330 |
|
|
2018
Q1 | $347K | Sell |
3,161
-95
| -3% | -$10.4K | 0.03% | 326 |
|
|
2017
Q4 | $295K | Sell |
3,256
-360
| -10% | -$32.6K | 0.03% | 374 |
|
|
2017
Q3 | $292K | Sell |
3,616
-45
| -1% | -$3.63K | 0.03% | 366 |
|
|
2017
Q2 | $277K | Buy |
3,661
+109
| +3% | +$8.25K | 0.03% | 355 |
|
|
2017
Q1 | $241K | Sell |
3,552
-856
| -19% | -$58.1K | 0.03% | 339 |
|
|
2016
Q4 | $292K | Sell |
4,408
-446
| -9% | -$29.5K | 0.04% | 282 |
|
|
2016
Q3 | $329K | Buy |
4,854
+1,274
| +36% | +$86.4K | 0.05% | 246 |
|
|
2016
Q2 | $233K | Sell |
3,580
-316
| -8% | -$20.6K | 0.04% | 323 |
|
|
2016
Q1 | $231K | Buy |
3,896
+450
| +13% | +$26.7K | 0.04% | 315 |
|
|
2015
Q4 | $185K | Buy |
+3,446
| New | +$185K | 0.03% | 379 |
|