BerganKDV Wealth Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $24K | Sell |
145
-3
| -2% | -$497 | ﹤0.01% | 472 |
|
|
2023
Q1 | $21.7K | Buy |
148
+3
| +2% | +$440 | ﹤0.01% | 507 |
|
|
2022
Q4 | $19.4K | Hold |
145
| – | – | ﹤0.01% | 501 |
|
|
2022
Q3 | $21K | Hold |
145
| – | – | ﹤0.01% | 482 |
|
|
2022
Q2 | $21K | Hold |
145
| – | – | ﹤0.01% | 491 |
|
|
2022
Q1 | $23K | Hold |
145
| – | – | ﹤0.01% | 493 |
|
|
2021
Q4 | $27K | Hold |
145
| – | – | ﹤0.01% | 500 |
|
|
2021
Q3 | $24K | Buy |
+145
| New | +$24K | ﹤0.01% | 498 |
|