WestEnd Advisors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1
| Closed | -$134 | – | 315 |
|
|
2022
Q4 | $134 | Hold |
1
| – | – | ﹤0.01% | 261 |
|
|
2022
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 160 |
|
|
2022
Q2 | $142 | Buy |
+1
| New | +$142 | ﹤0.01% | 245 |
|
|
2022
Q1 | – | Sell |
-1
| Closed | -$182 | – | 256 |
|
|
2021
Q4 | $182 | Buy |
+1
| New | +$182 | ﹤0.01% | 273 |
|
|
2021
Q3 | – | Hold |
0
| – | -$161K | – | 268 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 275 |
|