ZWJ Investment Counsel’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,302
| Closed | -$284K | – | 192 |
|
|
2019
Q4 | $284K | Hold |
2,302
| – | – | 0.02% | 188 |
|
|
2019
Q3 | $286K | Hold |
2,302
| – | – | 0.02% | 133 |
|
|
2019
Q2 | $294K | Hold |
2,302
| – | – | 0.02% | 134 |
|
|
2019
Q1 | $239K | Hold |
2,302
| – | – | 0.02% | 143 |
|
|
2018
Q4 | $222K | Hold |
2,302
| – | – | 0.02% | 155 |
|
|
2018
Q3 | $304K | Hold |
2,302
| – | – | 0.02% | 129 |
|
|
2018
Q2 | $265K | Hold |
2,302
| – | – | 0.02% | 133 |
|
|
2018
Q1 | $253K | Buy |
+2,302
| New | +$253K | 0.02% | 139 |
|