Avantax Planning Partners’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $281K | Hold |
1,155
| – | – | 0.01% | 362 |
|
|
2025
Q1 | $280K | Hold |
1,155
| – | – | 0.01% | 347 |
|
|
2024
Q4 | $261K | Buy |
1,155
+200
| +21% | +$45.2K | 0.01% | 361 |
|
|
2024
Q3 | $205K | Buy |
+955
| New | +$205K | 0.01% | 417 |
|
|
2018
Q4 | – | Sell |
-425
| Closed | -$56K | – | 400 |
|
|
2018
Q3 | $56K | Buy |
+425
| New | +$56K | ﹤0.01% | 459 |
|
|
2018
Q2 | – | Sell |
-438
| Closed | -$48K | – | 400 |
|
|
2018
Q1 | $48K | Buy |
+438
| New | +$48K | ﹤0.01% | 537 |
|