Winslow Evans & Crocker’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $202K | Buy |
1,322
+68
| +5% | +$10.4K | 0.04% | 330 |
|
|
2020
Q3 | $165K | Sell |
1,254
-15
| -1% | -$1.97K | 0.04% | 295 |
|
|
2020
Q2 | $161K | Buy |
1,269
+87
| +7% | +$11K | 0.04% | 294 |
|
|
2020
Q1 | $114K | Buy |
1,182
+408
| +53% | +$39.4K | 0.04% | 310 |
|
|
2019
Q4 | $98K | Buy |
774
+34
| +5% | +$4.31K | 0.03% | 398 |
|
|
2019
Q3 | $94K | Sell |
740
-56
| -7% | -$7.11K | 0.03% | 406 |
|
|
2019
Q2 | $104K | Buy |
796
+666
| +512% | +$87K | 0.03% | 392 |
|
|
2019
Q1 | $16K | Buy |
130
+30
| +30% | +$3.69K | ﹤0.01% | 712 |
|
|
2018
Q4 | $10K | Sell |
100
-3,350
| -97% | -$335K | ﹤0.01% | 760 |
|
|
2018
Q3 | $458K | Hold |
3,450
| – | – | 0.14% | 157 |
|
|
2018
Q2 | $398K | Buy |
3,450
+3,350
| +3,350% | +$386K | 0.12% | 172 |
|
|
2018
Q1 | $11K | Hold |
100
| – | – | ﹤0.01% | 764 |
|
|
2017
Q4 | $9.06K | Hold |
100
| – | – | ﹤0.01% | 829 |
|
|
2017
Q3 | $8.08K | Buy |
+100
| New | +$8.08K | ﹤0.01% | 856 |
|