Addison Advisors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.67K | Hold |
11
| – | – | ﹤0.01% | 755 |
|
|
2025
Q1 | $2.67K | Hold |
11
| – | – | ﹤0.01% | 726 |
|
|
2024
Q4 | $2.49K | Sell |
11
-3
| -21% | -$678 | ﹤0.01% | 727 |
|
|
2024
Q3 | $3.01K | Buy |
+14
| New | +$3.01K | ﹤0.01% | 712 |
|
|
2023
Q1 | – | Sell |
-9
| Closed | -$1.21K | – | 646 |
|
|
2022
Q4 | $1.21K | Hold |
9
| – | – | ﹤0.01% | 596 |
|
|
2022
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 588 |
|
|
2022
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 575 |
|
|
2022
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 608 |
|
|
2021
Q4 | $2K | Buy |
+9
| New | +$2K | ﹤0.01% | 519 |
|