Caldwell Trust’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.6K | Hold |
93
|
|
||||
|
2025
Q1 | $22.5K | Hold |
93
|
|
||||
|
2024
Q4 | $21K | Hold |
93
|
|
||||
|
2024
Q3 | $20K | Hold |
93
|
|
||||
|
2024
Q2 | $18.3K | Hold |
93
|
|
||||
|
2024
Q1 | $19.1K | Hold |
93
|
|
||||
|
2023
Q4 | $19.1K | Hold |
93
|
|
||||
|
2023
Q3 | $16.7K | Hold |
93
|
|
||||
|
2023
Q2 | $15.4K | Hold |
93
|
|
||||
|
2023
Q1 | $13.6K | Hold |
93
|
|
||||
|
2022
Q4 | $12.5K | Hold |
93
|
|
||||
|
2022
Q3 | $13.4K | Hold |
93
|
|
||||
|
2022
Q2 | $13.3K | Buy |
+93
|
|