Covestor’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $97K | Sell |
399
-66
| -14% | -$16K | 0.06% | 570 |
|
|
2025
Q1 | $113K | Sell |
465
-94
| -17% | -$22.8K | 0.08% | 401 |
|
|
2024
Q4 | $127K | Buy |
559
+33
| +6% | +$7.5K | 0.08% | 366 |
|
|
2024
Q3 | $113K | Sell |
526
-30
| -5% | -$6.45K | 0.07% | 450 |
|
|
2024
Q2 | $110K | Buy |
556
+48
| +9% | +$9.5K | 0.07% | 427 |
|
|
2024
Q1 | $104K | Buy |
508
+43
| +9% | +$8.8K | 0.07% | 517 |
|
|
2023
Q4 | $96K | Sell |
465
-82
| -15% | -$16.9K | 0.07% | 516 |
|
|
2023
Q3 | $98K | Sell |
547
-43
| -7% | -$7.7K | 0.07% | 424 |
|
|
2023
Q2 | $98K | Sell |
590
-38
| -6% | -$6.31K | 0.07% | 449 |
|
|
2023
Q1 | $92K | Buy |
628
+164
| +35% | +$24K | 0.08% | 421 |
|
|
2022
Q4 | $62K | Sell |
464
-9
| -2% | -$1.2K | 0.05% | 630 |
|
|
2022
Q3 | $68K | Sell |
473
-75
| -14% | -$10.8K | 0.06% | 568 |
|
|
2022
Q2 | $78K | Sell |
548
-368
| -40% | -$52.4K | 0.06% | 534 |
|
|
2022
Q1 | $143K | Buy |
916
+461
| +101% | +$72K | 0.1% | 294 |
|
|
2021
Q4 | $83K | Buy |
+455
| New | +$83K | 0.12% | 246 |
|