Benchmark Investment Advisors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,000
| Closed | -$410K | – | 92 |
|
|
2024
Q1 | $410K | Hold |
2,000
| – | – | 0.32% | 66 |
|
|
2023
Q4 | $412K | Hold |
2,000
| – | – | 0.38% | 62 |
|
|
2023
Q3 | $358K | Hold |
2,000
| – | – | 0.36% | 67 |
|
|
2023
Q2 | $331K | Hold |
2,000
| – | – | 0.31% | 71 |
|
|
2023
Q1 | $293K | Hold |
2,000
| – | – | 0.3% | 74 |
|
|
2022
Q4 | $268K | Hold |
2,000
| – | – | 0.28% | 83 |
|
|
2022
Q3 | $289K | Hold |
2,000
| – | – | 0.31% | 79 |
|
|
2022
Q2 | $285K | Sell |
2,000
-493
| -20% | -$70.3K | 0.3% | 83 |
|
|
2022
Q1 | $388K | Hold |
2,493
| – | – | 0.29% | 88 |
|
|
2021
Q4 | $456K | Buy |
+2,493
| New | +$456K | 0.38% | 69 |
|