Dividend Assets Capital’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 | $620K | Hold |
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|
2025
Q1 | $618K | Sell |
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|
2024
Q4 | $664K | Sell |
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|
2024
Q3 | $634K | Sell |
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|
2024
Q2 | $600K | Hold |
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|
2024
Q1 | $624K | Hold |
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|
2023
Q4 | $627K | Sell |
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|
2023
Q3 | $617K | Sell |
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|
2023
Q2 | $736K | Sell |
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|
2023
Q1 | $1.01M | Hold |
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|
2022
Q4 | $1.01M | Sell |
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|
2022
Q3 | $1.61M | Sell |
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|
2022
Q2 | $1.6M | Sell |
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|
2022
Q1 | $1.75M | Buy |
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|
2021
Q4 | $1.72M | Buy |
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|
2021
Q3 | $1.28M | Buy |
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|
2021
Q2 | $1.23M | Sell |
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|
2021
Q1 | $1.36M | Buy |
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|
2020
Q4 | $1.13M | Buy |
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|
2020
Q3 | $965K | Sell |
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|
2020
Q2 | $982K | Buy |
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