Dogwood Wealth Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $238 | Sell |
1
-5
| -83% | -$1.19K | ﹤0.01% | 663 |
|
|
2025
Q1 | $1.46K | Buy |
+6
| New | +$1.46K | ﹤0.01% | 404 |
|
|
2024
Q4 | – | Hold |
0
| – | -$3 | – | 330 |
|
|
2024
Q3 | – | Hold |
0
| – | -$2 | – | 384 |
|
|
2024
Q2 | – | Hold |
0
| – | -$2 | – | 465 |
|
|
2024
Q1 | – | Hold |
0
| – | -$4 | – | 463 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 407 |
|