Bay Harbor 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
Q2 | $1.46K | Buy |
6
+3
| +100% | +$731 | ﹤0.01% | 378 |
|
|
2025
Q1 | $730 | Buy |
+3
| New | +$730 | ﹤0.01% | 352 |
|
|
2019
Q3 | – | Sell |
-360
| Closed | -$46K | – | 360 |
|
|
2019
Q2 | $46K | Buy |
360
+22
| +7% | +$2.81K | 0.03% | 168 |
|
|
2019
Q1 | $35K | Hold |
338
| – | – | 0.02% | 189 |
|
|
2018
Q4 | $33K | Buy |
+338
| New | +$33K | 0.03% | 183 |
|