Avior Wealth Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-245
| Closed | -$55.4K | – | 940 |
|
|
2024
Q4 | $55.4K | Buy |
245
+27
| +12% | +$6.1K | ﹤0.01% | 1108 |
|
|
2024
Q3 | $46.9K | Buy |
218
+6
| +3% | +$1.29K | ﹤0.01% | 1141 |
|
|
2024
Q2 | $41.8K | Sell |
212
-505
| -70% | -$99.5K | ﹤0.01% | 1160 |
|
|
2024
Q1 | $147K | Buy |
717
+517
| +259% | +$106K | 0.01% | 801 |
|
|
2023
Q4 | $41.2K | Sell |
200
-67
| -25% | -$13.8K | ﹤0.01% | 765 |
|
|
2023
Q3 | $47.8K | Sell |
267
-30
| -10% | -$5.37K | ﹤0.01% | 767 |
|
|
2023
Q2 | $49.2K | Sell |
297
-41
| -12% | -$6.79K | ﹤0.01% | 764 |
|
|
2023
Q1 | $49.5K | Buy |
338
+132
| +64% | +$19.3K | ﹤0.01% | 770 |
|
|
2022
Q4 | $27.6K | Hold |
206
| – | – | ﹤0.01% | 714 |
|
|
2022
Q3 | $29K | Buy |
+206
| New | +$29K | ﹤0.01% | 686 |
|
|
2021
Q2 | – | Sell |
-175
| Closed | -$26K | – | 1035 |
|
|
2021
Q1 | $26K | Sell |
175
-5
| -3% | -$743 | ﹤0.01% | 605 |
|
|
2020
Q4 | $27K | Hold |
180
| – | – | ﹤0.01% | 569 |
|
|
2020
Q3 | $23K | Hold |
180
| – | – | ﹤0.01% | 580 |
|
|
2020
Q2 | $22K | Hold |
180
| – | – | ﹤0.01% | 559 |
|
|
2020
Q1 | $17K | Buy |
+180
| New | +$17K | ﹤0.01% | 529 |
|