Crew Capital Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,020
| Closed | -$490K | – | 119 |
|
|
2025
Q1 | $490K | Buy |
2,020
+48
| +2% | +$11.6K | 0.4% | 82 |
|
|
2024
Q4 | $446K | Sell |
1,972
-2,092
| -51% | -$473K | 0.37% | 83 |
|
|
2024
Q3 | $874K | Sell |
4,064
-465
| -10% | -$100K | 0.7% | 53 |
|
|
2024
Q2 | $892K | Buy |
4,529
+558
| +14% | +$110K | 0.71% | 38 |
|
|
2024
Q1 | $813K | Buy |
+3,971
| New | +$813K | 0.66% | 47 |
|