Canopy Partners’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-415
| Closed | -$93.8K | – | 218 |
|
|
2024
Q4 | $93.8K | Buy |
415
+14
| +3% | +$3.17K | 0.04% | 203 |
|
|
2024
Q3 | $86.2K | Buy |
+401
| New | +$86.2K | 0.04% | 201 |
|
|
2024
Q2 | – | Sell |
-401
| Closed | -$82.1K | – | 200 |
|
|
2024
Q1 | $82.1K | Sell |
401
-900
| -69% | -$184K | 0.04% | 190 |
|
|
2023
Q4 | $269K | Buy |
+1,301
| New | +$269K | 0.16% | 125 |
|