Abound 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 | $4.38K | Hold |
18
| – | – | ﹤0.01% | 604 |
|
|
2025
Q1 | $4.37K | Hold |
18
| – | – | ﹤0.01% | 569 |
|
|
2024
Q4 | $4.07K | Hold |
18
| – | – | ﹤0.01% | 569 |
|
|
2024
Q3 | $3.87K | Hold |
18
| – | – | ﹤0.01% | 595 |
|
|
2024
Q2 | $3.55K | Sell |
18
-2
| -10% | -$394 | ﹤0.01% | 558 |
|
|
2024
Q1 | $4.1K | Hold |
20
| – | – | ﹤0.01% | 567 |
|
|
2023
Q4 | $4.12K | Hold |
20
| – | – | ﹤0.01% | 553 |
|
|
2023
Q3 | $3.58K | Hold |
20
| – | – | ﹤0.01% | 535 |
|
|
2023
Q2 | $3.31K | Buy |
20
+2
| +11% | +$331 | ﹤0.01% | 572 |
|
|
2023
Q1 | $2.64K | Hold |
18
| – | – | ﹤0.01% | 548 |
|
|
2022
Q4 | $2.42K | Buy |
18
+9
| +100% | +$1.21K | ﹤0.01% | 509 |
|
|
2022
Q3 | $1.3K | Buy |
+9
| New | +$1.3K | ﹤0.01% | 563 |
|