Winifred I. Li’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-2,840
| Closed | -$118K | – | 451 |
|
|
2014
Q2 | $118K | Hold |
2,840
| – | – | 0.1% | 172 |
|
|
2014
Q1 | $105K | Hold |
2,840
| – | – | 0.09% | 184 |
|
|
2013
Q4 | $112K | Hold |
2,840
| – | – | 0.1% | 170 |
|
|
2013
Q3 | $90K | Hold |
2,840
| – | – | 0.08% | 196 |
|
|
2013
Q2 | $75K | Buy |
+2,840
| New | +$75K | 0.07% | 218 |
|