Baldwin Wealth Partners’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 |
-97
| Closed | -$20.9K | – | 331 |
|
|
2024
Q3 | $20.9K | Buy |
97
+89
| +1,113% | +$19.2K | ﹤0.01% | 688 |
|
|
2024
Q2 | $1.58K | Buy |
+8
| New | +$1.58K | ﹤0.01% | 681 |
|
|
2017
Q1 | – | Sell |
-324
| Closed | -$21K | – | 498 |
|
|
2016
Q4 | $21K | Hold |
324
| – | – | ﹤0.01% | 360 |
|
|
2016
Q3 | $22K | Buy |
+324
| New | +$22K | ﹤0.01% | 366 |
|