Atlas Private Wealth Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $2.54M | Buy |
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|
2023
Q4 | $2.31M | Buy |
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|
2023
Q3 | $1.95M | Buy |
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|
2023
Q2 | $1.74M | Buy |
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|
2023
Q1 | $1.4M | Buy |
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|
2022
Q4 | $1.22M | Buy |
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|
2022
Q3 | $1.11M | Buy |
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|
2022
Q2 | $1.01M | Buy |
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|
2022
Q1 | $1.07M | Buy |
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|
2021
Q4 | $979K | Buy |
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|
2021
Q3 | $889K | Buy |
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|
2021
Q2 | $779K | Buy |
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|
2021
Q1 | $660K | Buy |
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|
2020
Q4 | $501K | Buy |
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|
2020
Q3 | $339K | Buy |
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|
2020
Q2 | $229K | Buy |
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|
2020
Q1 | $160K | Buy |
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|
2019
Q4 | $25K | Buy |
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