YorkBridge Wealth Partners’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-800
| Closed | -$102K | – | 228 |
|
|
2019
Q2 | $102K | Hold |
800
| – | – | 0.05% | 283 |
|
|
2019
Q1 | $83K | Hold |
800
| – | – | 0.04% | 303 |
|
|
2018
Q4 | $77K | Hold |
800
| – | – | 0.04% | 287 |
|
|
2018
Q3 | $104K | Hold |
800
| – | – | 0.05% | 274 |
|
|
2018
Q2 | $92K | Hold |
800
| – | – | 0.04% | 301 |
|
|
2018
Q1 | $86K | Hold |
800
| – | – | 0.04% | 310 |
|
|
2017
Q4 | $72K | Hold |
800
| – | – | 0.03% | 331 |
|
|
2017
Q3 | $65K | Hold |
800
| – | – | 0.03% | 341 |
|
|
2017
Q2 | $60K | Hold |
800
| – | – | 0.03% | 348 |
|
|
2017
Q1 | $56K | Hold |
800
| – | – | 0.03% | 358 |
|
|
2016
Q4 | $53K | Buy |
+800
| New | +$53K | 0.03% | 346 |
|