West Family Investments’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,856
| Closed | -$268K | – | 239 |
|
|
2022
Q3 | $268K | Buy |
+1,856
| New | +$268K | 0.11% | 167 |
|
|
2022
Q1 | – | Sell |
-1,907
| Closed | -$349K | – | 295 |
|
|
2021
Q4 | $349K | Sell |
1,907
-331
| -15% | -$60.6K | 0.1% | 174 |
|
|
2021
Q3 | $373K | Buy |
2,238
+398
| +22% | +$66.3K | 0.1% | 179 |
|
|
2021
Q2 | $297K | Buy |
+1,840
| New | +$297K | 0.08% | 230 |
|