Coppell Advisory Solutions’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-22
| Closed | -$5.07K | – | 520 |
|
|
2024
Q4 | $5.07K | Hold |
22
| – | – | ﹤0.01% | 1321 |
|
|
2024
Q3 | $4.74K | Hold |
22
| – | – | ﹤0.01% | 1271 |
|
|
2024
Q2 | $4.39K | Buy |
+22
| New | +$4.39K | ﹤0.01% | 1223 |
|
|
2023
Q3 | – | Sell |
-8
| Closed | -$1.31K | – | 1245 |
|
|
2023
Q2 | $1.31K | Buy |
+8
| New | +$1.31K | ﹤0.01% | 1086 |
|