Claro 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 |
-1,095
| Closed | -$266K | – | 391 |
|
|
2025
Q1 | $266K | Sell |
1,095
-38
| -3% | -$9.22K | 0.04% | 419 |
|
|
2024
Q4 | $256K | Buy |
1,133
+23
| +2% | +$5.2K | 0.03% | 397 |
|
|
2024
Q3 | $239K | Buy |
1,110
+17
| +2% | +$3.66K | 0.03% | 436 |
|
|
2024
Q2 | $215K | Sell |
1,093
-2
| -0.2% | -$394 | 0.03% | 394 |
|
|
2024
Q1 | $224K | Buy |
1,095
+10
| +0.9% | +$2.05K | 0.04% | 377 |
|
|
2023
Q4 | $223K | Sell |
1,085
-75
| -6% | -$15.4K | 0.05% | 353 |
|
|
2023
Q3 | $208K | Sell |
1,160
-59
| -5% | -$10.6K | 0.05% | 342 |
|
|
2023
Q2 | $202K | Buy |
+1,219
| New | +$202K | 0.05% | 348 |
|
|
2019
Q1 | – | Sell |
-814
| Closed | -$107K | – | 246 |
|
|
2018
Q4 | $107K | Buy |
+814
| New | +$107K | 0.09% | 219 |
|