CoreCap 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 | $32.6K | Buy |
134
+1
| +0.8% | +$243 | ﹤0.01% | 1412 |
|
|
2025
Q1 | $32.2K | Buy |
133
+79
| +146% | +$19.2K | ﹤0.01% | 1355 |
|
|
2024
Q4 | $12.2K | Buy |
54
+51
| +1,700% | +$11.5K | ﹤0.01% | 1702 |
|
|
2024
Q3 | $645 | Sell |
3
-6
| -67% | -$1.29K | ﹤0.01% | 2330 |
|
|
2024
Q2 | $1.77K | Buy |
9
+6
| +200% | +$1.18K | ﹤0.01% | 1335 |
|
|
2024
Q1 | $615 | Buy |
+3
| New | +$615 | ﹤0.01% | 2303 |
|
|
2022
Q1 | – | Sell |
-135
| Closed | -$25K | – | 737 |
|
|
2021
Q4 | $25K | Buy |
+135
| New | +$25K | ﹤0.01% | 1243 |
|