Creative Financial Designs’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.9K | Sell |
57
-13
| -19% | -$3.16K | ﹤0.01% | 1247 |
|
|
2025
Q1 | $17K | Buy |
70
+19
| +37% | +$4.61K | ﹤0.01% | 1133 |
|
|
2024
Q4 | $11.5K | Buy |
51
+8
| +19% | +$1.81K | ﹤0.01% | 1195 |
|
|
2024
Q3 | $9.25K | Buy |
+43
| New | +$9.25K | ﹤0.01% | 1220 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 1510 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 1477 |
|
|
2021
Q4 | – | Sell |
-244
| Closed | -$41K | – | 1232 |
|
|
2021
Q3 | $41K | Hold |
244
| – | – | 0.01% | 658 |
|
|
2021
Q2 | $39K | Hold |
244
| – | – | 0.01% | 668 |
|
|
2021
Q1 | $37K | Hold |
244
| – | – | 0.01% | 632 |
|
|
2020
Q4 | $37K | Hold |
244
| – | – | 0.01% | 570 |
|
|
2020
Q3 | $32K | Hold |
244
| – | – | 0.01% | 553 |
|
|
2020
Q2 | $31K | Buy |
+244
| New | +$31K | 0.01% | 501 |
|
|
2019
Q4 | – | Sell |
-19
| Closed | -$2K | – | 545 |
|
|
2019
Q3 | $2K | Buy |
+19
| New | +$2K | ﹤0.01% | 541 |
|