Aspire Private Capital’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-388
| Closed | -$83.4K | – | 217 |
|
|
2024
Q3 | $83.4K | Hold |
388
| – | – | 0.02% | 207 |
|
|
2024
Q2 | $76.4K | Hold |
388
| – | – | 0.02% | 209 |
|
|
2024
Q1 | $79.5K | Hold |
388
| – | – | 0.02% | 206 |
|
|
2023
Q4 | $79.8K | Hold |
388
| – | – | 0.02% | 196 |
|
|
2023
Q3 | $69.5K | Hold |
388
| – | – | 0.02% | 189 |
|
|
2023
Q2 | $64.3K | Hold |
388
| – | – | 0.02% | 189 |
|
|
2023
Q1 | $56.9K | Buy |
+388
| New | +$56.9K | 0.02% | 192 |
|
|
2019
Q3 | – | Sell |
-769
| Closed | -$98K | – | 464 |
|
|
2019
Q2 | $98K | Buy |
769
+101
| +15% | +$12.9K | 0.05% | 153 |
|
|
2019
Q1 | $69K | Sell |
668
-11
| -2% | -$1.14K | 0.03% | 204 |
|
|
2018
Q4 | $65K | Buy |
+679
| New | +$65K | 0.04% | 188 |
|