DHJJ 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 | $116K | Hold |
478
| – | – | 0.04% | 228 |
|
|
2025
Q1 | $116K | Sell |
478
-14
| -3% | -$3.39K | 0.05% | 207 |
|
|
2024
Q4 | $111K | Hold |
492
| – | – | 0.04% | 211 |
|
|
2024
Q3 | $106K | Hold |
492
| – | – | 0.04% | 213 |
|
|
2024
Q2 | $96.9K | Hold |
492
| – | – | 0.04% | 205 |
|
|
2024
Q1 | $101K | Sell |
492
-1
| -0.2% | -$205 | 0.04% | 196 |
|
|
2023
Q4 | $101K | Sell |
493
-8
| -2% | -$1.65K | 0.05% | 192 |
|
|
2023
Q3 | $89.7K | Buy |
+501
| New | +$89.7K | 0.05% | 197 |
|