Cassady Schiller Wealth Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $138K | Buy |
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|
2024
Q3 | $129K | Hold |
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|
2024
Q2 | $118K | Hold |
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|
2024
Q1 | $123K | Hold |
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|
2023
Q4 | $123K | Hold |
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|
2023
Q3 | $107K | Hold |
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|
2023
Q2 | $99.4K | Hold |
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|
2023
Q1 | $87.9K | Sell |
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|
2022
Q4 | $82.9K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $110K | Buy |
|