CI Investments Inc’s Broadridge BR Stock Holding History
Bought
  Maintained
  Sold
  | Quarter | Market Value | Status | Shares | 
        
          
          
            Change in  Stake  | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
| 
        
          
      
        2025
         Q2  | $857K | Buy | 
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| 
        
          
      
        2025
         Q1  | $854K | Buy | 
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| 
        
          
      
        2024
         Q4  | $718K | Buy | 
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| 
        
          
      
        2024
         Q3  | $475K | Buy | 
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| 
        
          
      
        2024
         Q2  | $424K | Buy | 
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| 
        
          
      
        2024
         Q1  | $406K | Buy | 
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| 
        
          
      
        2023
         Q4  | $347K | Sell | 
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| 
        
          
      
        2023
         Q3  | $324K | Buy | 
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| 
        
          
      
        2023
         Q2  | $291K | Sell | 
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| 
        
          
      
        2023
         Q1  | $275K | Sell | 
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| 
        
          
      
        2022
         Q4  | $318K | Buy | 
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| 
        
          
      
        2022
         Q3  | $310K | Sell | 
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| 
        
          
      
        2022
         Q2  | $3.98M | Sell | 
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| 
        
          
      
        2022
         Q1  | $4.58M | Buy | 
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| 
        
          
      
        2021
         Q4  | $4.54M | Buy | 
         | 
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| 
        
          
      
        2021
         Q3  | $3.99M | Sell | 
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| 
        
          
      
        2021
         Q2  | $3.87M | Sell | 
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| 
        
          
      
        2021
         Q1  | $3.69M | Sell | 
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| 
        
          
      
        2020
         Q4  | $4.17M | Sell | 
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| 
        
          
      
        2020
         Q3  | $3.85M | Sell | 
         | 
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| 
        
          
      
        2020
         Q2  | $3.99M | Buy | 
         | 
    |||||
| 
        
          
      
        2020
         Q1  | $2.73M | Buy | 
         | 
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| 
        
          
      
        2019
         Q4  | $154K | Buy | 
         | 
    |||||
| 
        
          
      
        2019
         Q3  | $145K | Buy | 
         |