1858 Wealth Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $393K | Sell |
1,616
-25
| -2% | -$6.08K | 0.29% | 66 |
|
|
2025
Q1 | $398K | Sell |
1,641
-154
| -9% | -$37.3K | 0.34% | 63 |
|
|
2024
Q4 | $406K | Sell |
1,795
-8
| -0.4% | -$1.81K | 0.32% | 71 |
|
|
2024
Q3 | $388K | Sell |
1,803
-43
| -2% | -$9.25K | 0.32% | 73 |
|
|
2024
Q2 | $364K | Buy |
1,846
+11
| +0.6% | +$2.17K | 0.3% | 73 |
|
|
2024
Q1 | $378K | Hold |
1,835
| – | – | 0.36% | 72 |
|
|
2023
Q4 | $378K | Buy |
+1,835
| New | +$378K | 0.36% | 72 |
|