Abound Wealth Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.29K | Hold |
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|
2025
Q2 | $4.38K | Hold |
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|
2025
Q1 | $4.37K | Hold |
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|
2024
Q4 | $4.07K | Hold |
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|
2024
Q3 | $3.87K | Hold |
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|
2024
Q2 | $3.55K | Sell |
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|
2024
Q1 | $4.1K | Hold |
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|
2023
Q4 | $4.12K | Hold |
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|
2023
Q3 | $3.58K | Hold |
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|
2023
Q2 | $3.31K | Buy |
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|
2023
Q1 | $2.64K | Hold |
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|
2022
Q4 | $2.42K | Buy |
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|
2022
Q3 | $1.3K | Buy |
|