Arkadios Wealth 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 | $418K | Buy |
1,719
+711
| +71% | +$173K | 0.01% | 903 |
|
|
2025
Q1 | $244K | Buy |
+1,008
| New | +$244K | 0.01% | 976 |
|
|
2021
Q4 | – | Sell |
-287
| Closed | -$47K | – | 722 |
|
|
2021
Q3 | $47K | Sell |
287
-53
| -16% | -$8.68K | 0.01% | 887 |
|
|
2021
Q2 | $55K | Buy |
340
+241
| +243% | +$39K | 0.01% | 890 |
|
|
2021
Q1 | $15K | Sell |
99
-4
| -4% | -$606 | ﹤0.01% | 1054 |
|
|
2020
Q4 | $15K | Sell |
103
-244
| -70% | -$35.5K | ﹤0.01% | 836 |
|
|
2020
Q3 | $49.8K | Sell |
347
-3
| -0.9% | -$430 | 0.03% | 417 |
|
|
2020
Q2 | $44.4K | Buy |
+350
| New | +$44.4K | 0.02% | 396 |
|