Accurate 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 | $252K | Buy |
1,058
+34
| +3% | +$8.11K | 0.04% | 388 |
|
|
2025
Q1 | $237K | Buy |
+1,024
| New | +$237K | 0.05% | 339 |
|
|
2023
Q1 | – | Sell |
-133
| Closed | -$18.5K | – | 399 |
|
|
2022
Q4 | $18.5K | Buy |
+133
| New | +$18.5K | 0.01% | 704 |
|
|
2022
Q3 | – | Sell |
-10,363
| Closed | -$1.55M | – | 188 |
|
|
2022
Q2 | $1.55M | Buy |
10,363
+1,268
| +14% | +$189K | 0.84% | 29 |
|
|
2022
Q1 | $1.42M | Buy |
9,095
+7,061
| +347% | +$1.1M | 0.63% | 32 |
|
|
2021
Q4 | $361K | Buy |
2,034
+60
| +3% | +$10.6K | 0.3% | 91 |
|
|
2021
Q3 | $345K | Buy |
1,974
+301
| +18% | +$52.6K | 0.3% | 92 |
|
|
2021
Q2 | $270K | Buy |
+1,673
| New | +$270K | 0.24% | 104 |
|