WealthTrust-Arizona’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-140
| Closed | -$9K | – | 613 |
|
|
2016
Q4 | $9K | Hold |
140
| – | – | 0.01% | 389 |
|
|
2016
Q3 | $9K | Sell |
140
-128
| -48% | -$8.23K | 0.01% | 378 |
|
|
2016
Q2 | $17K | Hold |
268
| – | – | 0.01% | 259 |
|
|
2016
Q1 | $16K | Hold |
268
| – | – | 0.01% | 272 |
|
|
2015
Q4 | $14K | Hold |
268
| – | – | 0.01% | 325 |
|
|
2015
Q3 | $15K | Hold |
268
| – | – | 0.01% | 308 |
|
|
2015
Q2 | $13K | Hold |
268
| – | – | 0.01% | 352 |
|
|
2015
Q1 | $15K | Hold |
268
| – | – | 0.01% | 333 |
|
|
2014
Q4 | $12K | Hold |
268
| – | – | 0.01% | 373 |
|
|
2014
Q3 | $11K | Buy |
+268
| New | +$11K | 0.01% | 396 |
|
|
2014
Q2 | – | Sell |
-175
| Closed | -$6K | – | 636 |
|
|
2014
Q1 | $6K | Hold |
175
| – | – | 0.01% | 491 |
|
|
2013
Q4 | $7K | Hold |
175
| – | – | 0.01% | 458 |
|
|
2013
Q3 | $6K | Hold |
175
| – | – | 0.01% | 450 |
|
|
2013
Q2 | $5K | Buy |
+175
| New | +$5K | 0.01% | 439 |
|