West Coast Asset Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $3.64M | Sell |
87,406
-1,459
| -2% | -$60.7K | 6.79% | 8 |
|
|
2014
Q2 | $3.7M | Sell |
88,865
-1,128
| -1% | -$47K | 6.51% | 9 |
|
|
2014
Q1 | $3.34M | Sell |
89,993
-56,674
| -39% | -$2.1M | 7.34% | 8 |
|
|
2013
Q4 | $5.8M | Sell |
146,667
-7,108
| -5% | -$281K | 8.71% | 5 |
|
|
2013
Q3 | $4.88M | Sell |
153,775
-3,735
| -2% | -$119K | 7.47% | 7 |
|
|
2013
Q2 | $4.19M | Buy |
+157,510
| New | +$4.19M | 6.58% | 7 |
|