BSW Wealth Partners’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $342K | Sell |
1,406
-280
| -17% | -$68K | 0.05% | 220 |
|
|
2025
Q1 | $409K | Buy |
1,686
+52
| +3% | +$12.6K | 0.06% | 189 |
|
|
2024
Q4 | $370K | Buy |
1,634
+7
| +0.4% | +$1.58K | 0.05% | 198 |
|
|
2024
Q3 | $350K | Buy |
1,627
+91
| +6% | +$19.6K | 0.05% | 201 |
|
|
2024
Q2 | $303K | Buy |
1,536
+57
| +4% | +$11.2K | 0.05% | 207 |
|
|
2024
Q1 | $303K | Buy |
+1,479
| New | +$303K | 0.05% | 221 |
|
|
2022
Q4 | – | Sell |
-1,597
| Closed | -$230K | – | 311 |
|
|
2022
Q3 | $230K | Buy |
+1,597
| New | +$230K | 0.06% | 236 |
|