Clearstead Advisors’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 | $162K | Buy |
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|
2025
Q1 | $84.1K | Sell |
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|
2024
Q4 | $144K | Sell |
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|
2024
Q3 | $158K | Buy |
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|
2024
Q2 | $91.4K | Buy |
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|
2024
Q1 | $24.5K | Sell |
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|
2023
Q4 | $27.2K | Sell |
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|
2023
Q3 | $63.4K | Buy |
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|
2023
Q2 | $9.44K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $4K | Hold |
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|
2022
Q2 | $4K | Buy |
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|
2022
Q1 | $3K | Hold |
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|
2021
Q4 | $4K | Sell |
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|
2021
Q3 | $6K | Buy |
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|
2021
Q2 | $5K | Buy |
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