Wright Investors Service’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-10,175
| Closed | -$690K | – | 228 |
|
|
2016
Q3 | $690K | Sell |
10,175
-575
| -5% | -$39K | 0.29% | 107 |
|
|
2016
Q2 | $701K | Buy |
10,750
+420
| +4% | +$27.4K | 0.29% | 112 |
|
|
2016
Q1 | $613K | Buy |
10,330
+325
| +3% | +$19.3K | 0.24% | 133 |
|
|
2015
Q4 | $538K | Buy |
10,005
+590
| +6% | +$31.7K | 0.2% | 169 |
|
|
2015
Q3 | $521K | Sell |
9,415
-2
| -0% | -$111 | 0.24% | 128 |
|
|
2015
Q2 | $471K | Sell |
9,417
-685
| -7% | -$34.3K | 0.22% | 132 |
|
|
2015
Q1 | $556K | Buy |
10,102
+460
| +5% | +$25.3K | 0.27% | 118 |
|
|
2014
Q4 | $445K | Buy |
+9,642
| New | +$445K | 0.22% | 148 |
|