Checchi Capital Advisers’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
-825
Closed -$200K 578
2025
Q1
$200K Buy
+825
New +$200K 0.01% 559
2016
Q3
Sell
-714
Closed -$47K 493
2016
Q2
$47K Buy
714
+36
+5% +$2.37K 0.01% 857
2016
Q1
$40K Buy
+678
New +$40K 0.01% 892