Brown Shipley & Co’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 |
-207
| Closed | -$42K | – | 93 |
|
|
2024
Q1 | $42K | Buy |
207
+1
| +0.5% | +$203 | 0.01% | 81 |
|
|
2023
Q4 | $42.4K | Hold |
206
| – | – | 0.02% | 72 |
|
|
2023
Q3 | $36.9K | Sell |
206
-482
| -70% | -$86.3K | 0.02% | 72 |
|
|
2023
Q2 | $114K | Buy |
688
+482
| +234% | +$79.8K | 0.05% | 73 |
|
|
2023
Q1 | $30.2K | Buy |
+206
| New | +$30.2K | 0.02% | 92 |
|