Crestwood Advisors Group’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $214K | Sell |
881
-12
| -1% | -$2.92K | ﹤0.01% | 506 |
|
|
2025
Q1 | $217K | Sell |
893
-17
| -2% | -$4.12K | ﹤0.01% | 472 |
|
|
2024
Q4 | $206K | Buy |
+910
| New | +$206K | ﹤0.01% | 442 |
|
|
2017
Q2 | – | Sell |
-245
| Closed | -$17K | – | 191 |
|
|
2017
Q1 | $17K | Buy |
+245
| New | +$17K | ﹤0.01% | 385 |
|