Avion Wealth’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7K | Buy |
30
+15
| +100% | +$3.5K | ﹤0.01% | 538 |
|
|
2025
Q1 | $3K | Hold |
15
| – | – | ﹤0.01% | 621 |
|
|
2024
Q4 | $3K | Buy |
15
+3
| +25% | +$600 | ﹤0.01% | 619 |
|
|
2024
Q3 | $2K | Buy |
12
+2
| +20% | +$333 | ﹤0.01% | 656 |
|
|
2024
Q2 | $1K | Buy |
10
+8
| +400% | +$800 | ﹤0.01% | 690 |
|
|
2024
Q1 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 865 |
|
|
2023
Q4 | – | Sell |
-6
| Closed | -$1K | – | 1090 |
|
|
2023
Q3 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 569 |
|
|
2023
Q2 | – | Sell |
-6
| Closed | – | – | 732 |
|
|
2023
Q1 | $0 | Buy |
+6
| New | – | ﹤0.01% | 551 |
|