Bogart Wealth LLC’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.9K | Buy |
123
+2
| +2% | +$485 | ﹤0.01% | 545 |
|
|
2025
Q1 | $29.3K | Hold |
121
| – | – | ﹤0.01% | 500 |
|
|
2024
Q4 | $27.3K | Hold |
121
| – | – | ﹤0.01% | 512 |
|
|
2024
Q3 | $26K | Buy |
121
+96
| +384% | +$20.6K | ﹤0.01% | 512 |
|
|
2024
Q2 | $4.93K | Hold |
25
| – | – | ﹤0.01% | 795 |
|
|
2024
Q1 | $5.12K | Hold |
25
| – | – | ﹤0.01% | 766 |
|
|
2023
Q4 | $5.14K | Hold |
25
| – | – | ﹤0.01% | 740 |
|
|
2023
Q3 | $4.48K | Hold |
25
| – | – | ﹤0.01% | 736 |
|
|
2023
Q2 | $4.14K | Hold |
25
| – | – | ﹤0.01% | 757 |
|
|
2023
Q1 | $3.66K | Buy |
+25
| New | +$3.66K | ﹤0.01% | 792 |
|