Cape Investment Advisory’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.8K | Buy |
176
+6
| +4% | +$1.46K | 0.02% | 394 |
|
|
2025
Q1 | $41.2K | Sell |
170
-21
| -11% | -$5.09K | 0.02% | 365 |
|
|
2024
Q4 | $43.2K | Buy |
191
+31
| +19% | +$7.01K | 0.02% | 349 |
|
|
2024
Q3 | $34.4K | Sell |
160
-56
| -26% | -$12K | 0.01% | 371 |
|
|
2024
Q2 | $42.6K | Sell |
216
-50
| -19% | -$9.85K | 0.02% | 315 |
|
|
2024
Q1 | $54.5K | Sell |
266
-9
| -3% | -$1.84K | 0.03% | 298 |
|
|
2023
Q4 | $56.6K | Sell |
275
-11
| -4% | -$2.26K | 0.03% | 330 |
|
|
2023
Q3 | $51.2K | Hold |
286
| – | – | 0.03% | 288 |
|
|
2023
Q2 | $47.4K | Buy |
286
+34
| +13% | +$5.63K | 0.03% | 291 |
|
|
2023
Q1 | $36.9K | Buy |
+252
| New | +$36.9K | 0.02% | 323 |
|