Continuum Advisory’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 |
-141
| Closed | -$34.2K | – | 555 |
|
|
2025
Q1 | $34.2K | Buy |
141
+46
| +48% | +$11.2K | ﹤0.01% | 763 |
|
|
2024
Q4 | $21.5K | Sell |
95
-2
| -2% | -$452 | ﹤0.01% | 832 |
|
|
2024
Q3 | $22.1K | Sell |
97
-2
| -2% | -$455 | ﹤0.01% | 819 |
|
|
2024
Q2 | $19.5K | Buy |
99
+2
| +2% | +$394 | ﹤0.01% | 791 |
|
|
2024
Q1 | $18.7K | Sell |
97
-1,684
| -95% | -$325K | ﹤0.01% | 796 |
|
|
2023
Q4 | $366K | Sell |
1,781
-254
| -12% | -$52.3K | 0.05% | 333 |
|
|
2023
Q3 | $364K | Buy |
2,035
+42
| +2% | +$7.52K | 0.06% | 327 |
|
|
2023
Q2 | $330K | Buy |
1,993
+58
| +3% | +$9.61K | 0.05% | 349 |
|
|
2023
Q1 | $284K | Buy |
+1,935
| New | +$284K | 0.05% | 362 |
|