Websterrogers Financial Advisors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,223
| Closed | -$457K | – | 76 |
|
|
2023
Q4 | $457K | Sell |
2,223
-987
| -31% | -$203K | 0.19% | 47 |
|
|
2023
Q3 | $575K | Hold |
3,210
| – | – | 0.25% | 43 |
|
|
2023
Q2 | $532K | Hold |
3,210
| – | – | 0.23% | 43 |
|
|
2023
Q1 | $470K | Hold |
3,210
| – | – | 0.22% | 46 |
|
|
2022
Q4 | $431K | Hold |
3,210
| – | – | 0.21% | 48 |
|
|
2022
Q3 | $463K | Hold |
3,210
| – | – | 0.24% | 37 |
|
|
2022
Q2 | $458K | Sell |
3,210
-102
| -3% | -$14.6K | 0.22% | 41 |
|
|
2022
Q1 | $518K | Buy |
3,312
+102
| +3% | +$16K | 0.27% | 47 |
|
|
2021
Q4 | $587K | Buy |
+3,210
| New | +$587K | 0.13% | 44 |
|