CVA Family Office’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.6K | Sell |
126
-19
| -13% | -$4.62K | ﹤0.01% | 624 |
|
|
2025
Q1 | $35.2K | Buy |
145
+27
| +23% | +$6.55K | 0.01% | 577 |
|
|
2024
Q4 | $26.7K | Buy |
118
+38
| +48% | +$8.59K | ﹤0.01% | 631 |
|
|
2024
Q3 | $17.2K | Sell |
80
-3
| -4% | -$645 | ﹤0.01% | 679 |
|
|
2024
Q2 | $16.4K | Buy |
83
+3
| +4% | +$591 | ﹤0.01% | 672 |
|
|
2024
Q1 | $16.4K | Hold |
80
| – | – | ﹤0.01% | 677 |
|
|
2023
Q4 | $16.5K | Buy |
+80
| New | +$16.5K | ﹤0.01% | 657 |
|
|
2023
Q3 | – | Sell |
-40
| Closed | -$6.63K | – | 325 |
|
|
2023
Q2 | $6.63K | Buy |
40
+30
| +300% | +$4.97K | ﹤0.01% | 769 |
|
|
2023
Q1 | $1.47K | Buy |
10
+5
| +100% | +$733 | ﹤0.01% | 873 |
|
|
2022
Q4 | $671 | Buy |
+5
| New | +$671 | ﹤0.01% | 885 |
|
|
2022
Q2 | – | Sell |
-105
| Closed | -$16K | – | 915 |
|
|
2022
Q1 | $16K | Buy |
105
+95
| +950% | +$14.5K | ﹤0.01% | 602 |
|
|
2021
Q4 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 826 |
|
|
2021
Q3 | – | Sell |
-10
| Closed | -$2K | – | 429 |
|
|
2021
Q2 | $2K | Hold |
10
| – | – | ﹤0.01% | 869 |
|
|
2021
Q1 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 696 |
|