Centerpoint Advisors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-51
| Closed | -$12K | – | 390 |
|
|
2025
Q1 | $12K | Sell |
51
-38
| -43% | -$8.94K | ﹤0.01% | 306 |
|
|
2024
Q4 | $20K | Hold |
89
| – | – | 0.01% | 264 |
|
|
2024
Q3 | $19K | Sell |
89
-19
| -18% | -$4.06K | 0.01% | 280 |
|
|
2024
Q2 | $21K | Sell |
108
-1
| -0.9% | -$194 | 0.01% | 254 |
|
|
2024
Q1 | $22K | Hold |
109
| – | – | 0.01% | 228 |
|
|
2023
Q4 | $22K | Hold |
109
| – | – | 0.01% | 217 |
|
|
2023
Q3 | $20K | Sell |
109
-1
| -0.9% | -$183 | 0.01% | 224 |
|
|
2023
Q2 | $18K | Hold |
110
| – | – | 0.01% | 265 |
|
|
2023
Q1 | $16K | Buy |
110
+22
| +25% | +$3.2K | 0.01% | 293 |
|
|
2022
Q4 | $12K | Buy |
+88
| New | +$12K | 0.01% | 285 |
|
|
2020
Q2 | – | Sell |
-53
| Closed | -$5K | – | 268 |
|
|
2020
Q1 | $5K | Hold |
53
| – | – | 0.01% | 170 |
|
|
2019
Q4 | $7K | Hold |
53
| – | – | 0.01% | 180 |
|
|
2019
Q3 | $7K | Hold |
53
| – | – | 0.01% | 172 |
|
|
2019
Q2 | $7K | Hold |
53
| – | – | 0.01% | 171 |
|
|
2019
Q1 | $5K | Hold |
53
| – | – | ﹤0.01% | 183 |
|
|
2018
Q4 | $5K | Hold |
53
| – | – | ﹤0.01% | 176 |
|
|
2018
Q3 | $7K | Sell |
53
-30
| -36% | -$3.96K | 0.01% | 163 |
|
|
2018
Q2 | $10K | Buy |
+83
| New | +$10K | 0.01% | 178 |
|