Argonautica Private 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
Q1 | – | Sell |
-1,686
| Closed | -$381K | – | 184 |
|
|
2024
Q4 | $381K | Buy |
1,686
+75
| +5% | +$17K | 0.12% | 136 |
|
|
2024
Q3 | $347K | Sell |
1,611
-1
| -0.1% | -$215 | 0.11% | 151 |
|
|
2024
Q2 | $318K | Buy |
1,612
+128
| +9% | +$25.2K | 0.11% | 149 |
|
|
2024
Q1 | $304K | Sell |
1,484
-168
| -10% | -$34.4K | 0.11% | 160 |
|
|
2023
Q4 | $340K | Sell |
1,652
-8
| -0.5% | -$1.65K | 0.14% | 140 |
|
|
2023
Q3 | $297K | Buy |
1,660
+33
| +2% | +$5.91K | 0.13% | 142 |
|
|
2023
Q2 | $269K | Buy |
1,627
+126
| +8% | +$20.9K | 0.12% | 161 |
|
|
2023
Q1 | $220K | Sell |
1,501
-172
| -10% | -$25.2K | 0.11% | 151 |
|
|
2022
Q4 | $224K | Buy |
+1,673
| New | +$224K | 0.11% | 145 |
|