CWS Financial Advisors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $573K | Buy |
2,358
+447
| +23% | +$109K | 0.17% | 69 |
|
|
2025
Q1 | $463K | Hold |
1,911
| – | – | 0.15% | 79 |
|
|
2024
Q4 | $432K | Buy |
1,911
+675
| +55% | +$153K | 0.14% | 85 |
|
|
2024
Q3 | $266K | Hold |
1,236
| – | – | 0.09% | 98 |
|
|
2024
Q2 | $243K | Sell |
1,236
-50
| -4% | -$9.85K | 0.1% | 96 |
|
|
2024
Q1 | $263K | Sell |
1,286
-3,626
| -74% | -$743K | 0.11% | 93 |
|
|
2023
Q4 | $1.01M | Sell |
4,912
-378
| -7% | -$77.8K | 0.38% | 38 |
|
|
2023
Q3 | $947K | Hold |
5,290
| – | – | 0.38% | 44 |
|
|
2023
Q2 | $876K | Sell |
5,290
-88
| -2% | -$14.6K | 0.33% | 48 |
|
|
2023
Q1 | $788K | Sell |
5,378
-481
| -8% | -$70.5K | 0.31% | 52 |
|
|
2022
Q4 | $897K | Buy |
5,859
+474
| +9% | +$72.6K | 0.39% | 44 |
|
|
2022
Q3 | $777K | Hold |
5,385
| – | – | 0.37% | 45 |
|
|
2022
Q2 | $768K | Sell |
5,385
-479
| -8% | -$68.3K | 0.35% | 52 |
|
|
2022
Q1 | $913K | Hold |
5,864
| – | – | 0.34% | 47 |
|
|
2021
Q4 | $1.07M | Buy |
+5,864
| New | +$1.07M | 0.38% | 40 |
|
|
2021
Q2 | $945K | Sell |
5,850
-9
| -0.2% | -$1.45K | 0.38% | 43 |
|
|
2021
Q1 | $897K | Hold |
5,859
| – | – | 0.39% | 44 |
|
|
2020
Q4 | $898K | Hold |
5,859
| – | – | 0.52% | 34 |
|
|
2020
Q3 | $773K | Hold |
5,859
| – | – | 0.51% | 36 |
|
|
2020
Q2 | $739K | Buy |
5,859
+1,478
| +34% | +$186K | 0.53% | 35 |
|
|
2020
Q1 | $541K | Hold |
4,381
| – | – | 0.4% | 49 |
|
|
2019
Q4 | $541K | Buy |
+4,381
| New | +$541K | 0.39% | 50 |
|