CWS Financial Advisors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $573K | Buy |
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|
2025
Q1 | $463K | Hold |
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|
2024
Q4 | $432K | Buy |
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|
2024
Q3 | $266K | Hold |
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|
2024
Q2 | $243K | Sell |
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|
2024
Q1 | $263K | Sell |
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|
2023
Q4 | $1.01M | Sell |
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|
2023
Q3 | $947K | Hold |
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|
2023
Q2 | $876K | Sell |
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|
2023
Q1 | $788K | Sell |
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|
2022
Q4 | $897K | Buy |
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|
2022
Q3 | $777K | Hold |
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|
2022
Q2 | $768K | Sell |
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|
2022
Q1 | $913K | Hold |
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|
2021
Q4 | $1.07M | Buy |
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|
2021
Q2 | $945K | Sell |
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|
2021
Q1 | $897K | Hold |
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|
2020
Q4 | $898K | Hold |
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|
2020
Q3 | $773K | Hold |
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|
2020
Q2 | $739K | Buy |
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|
2020
Q1 | $541K | Hold |
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|
2019
Q4 | $541K | Buy |
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