WFG Advisors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $14K | Buy |
187
+155
| +484% | +$11.6K | ﹤0.01% | 1037 |
|
|
2017
Q1 | $2K | Sell |
32
-86
| -73% | -$5.38K | ﹤0.01% | 1325 |
|
|
2016
Q4 | $8K | Buy |
118
+86
| +269% | +$5.83K | ﹤0.01% | 1153 |
|
|
2016
Q3 | $2K | Hold |
32
| – | – | ﹤0.01% | 1381 |
|
|
2016
Q2 | $2K | Hold |
32
| – | – | ﹤0.01% | 1360 |
|
|
2016
Q1 | $2K | Hold |
32
| – | – | ﹤0.01% | 1324 |
|
|
2015
Q4 | $2K | Hold |
32
| – | – | ﹤0.01% | 1348 |
|
|
2015
Q3 | $2K | Hold |
32
| – | – | ﹤0.01% | 1387 |
|
|
2015
Q2 | $2K | Sell |
32
-58
| -64% | -$3.63K | ﹤0.01% | 1461 |
|
|
2015
Q1 | $5K | Buy |
90
+1
| +1% | +$56 | ﹤0.01% | 1344 |
|
|
2014
Q4 | $4K | Hold |
89
| – | – | ﹤0.01% | 1670 |
|
|
2014
Q3 | $4K | Buy |
89
+57
| +178% | +$2.56K | ﹤0.01% | 1689 |
|
|
2014
Q2 | $1K | Hold |
32
| – | – | ﹤0.01% | 1867 |
|
|
2014
Q1 | $1K | Sell |
32
-287
| -90% | -$8.97K | ﹤0.01% | 1857 |
|
|
2013
Q4 | $13K | Buy |
319
+30
| +10% | +$1.22K | ﹤0.01% | 1491 |
|
|
2013
Q3 | $9K | Hold |
289
| – | – | ﹤0.01% | 1549 |
|
|
2013
Q2 | $8K | Buy |
+289
| New | +$8K | ﹤0.01% | 1523 |
|