Wellesley Investment Partners’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $689K | Sell |
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|
2020
Q2 | $770K | Sell |
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|
2020
Q1 | $676K | Sell |
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|
2019
Q4 | $991K | Buy |
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|
2019
Q3 | $877K | Buy |
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|
2019
Q2 | $876K | Sell |
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|
2019
Q1 | $1.01M | Sell |
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|
2018
Q4 | $1.05M | Sell |
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|
2018
Q3 | $1.45M | Sell |
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|
2018
Q2 | $1.35M | Buy |
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|
2018
Q1 | $1.26M | Sell |
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|
2017
Q4 | $1.11M | Buy |
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|
2017
Q3 | $950K | Sell |
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|
2017
Q2 | $949K | Buy |
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|
2017
Q1 | $827K | Buy |
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|
2016
Q4 | $756K | Buy |
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|
2016
Q3 | $753K | Sell |
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|
2016
Q2 | $776K | Buy |
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|
2016
Q1 | $678K | Buy |
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|
2015
Q4 | $550K | Buy |
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