Cetera Advisors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.95M | Buy |
9,542
+3,807
| +66% | +$780K | 0.02% | 831 |
|
|
2023
Q4 | $1.18M | Buy |
5,735
+749
| +15% | +$154K | 0.02% | 709 |
|
|
2023
Q3 | $893K | Buy |
4,986
+2,154
| +76% | +$386K | 0.01% | 772 |
|
|
2023
Q2 | $469K | Buy |
2,832
+107
| +4% | +$17.7K | 0.01% | 1093 |
|
|
2023
Q1 | $399K | Buy |
2,725
+253
| +10% | +$37.1K | 0.01% | 1133 |
|
|
2022
Q4 | $332K | Buy |
2,472
+635
| +35% | +$85.2K | 0.01% | 1181 |
|
|
2022
Q3 | $265K | Sell |
1,837
-143
| -7% | -$20.6K | 0.01% | 1027 |
|
|
2022
Q2 | $282K | Buy |
1,980
+29
| +1% | +$4.13K | 0.01% | 1070 |
|
|
2022
Q1 | $304K | Buy |
+1,951
| New | +$304K | 0.01% | 1095 |
|
|
2015
Q4 | – | Sell |
-5,621
| Closed | -$311K | – | 716 |
|
|
2015
Q3 | $311K | Sell |
5,621
-195
| -3% | -$10.8K | 0.03% | 483 |
|
|
2015
Q2 | $291K | Buy |
5,816
+414
| +8% | +$20.7K | 0.02% | 530 |
|
|
2015
Q1 | $296K | Sell |
5,402
-652
| -11% | -$35.7K | 0.03% | 506 |
|
|
2014
Q4 | $280K | Buy |
+6,054
| New | +$280K | 0.03% | 497 |
|