DT Investment Partners’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $922K | Hold |
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|
2025
Q2 | $941K | Hold |
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|
2025
Q1 | $938K | Sell |
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|
2024
Q4 | $966K | Hold |
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|
2024
Q3 | $919K | Hold |
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|
2024
Q2 | $842K | Hold |
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|
2024
Q1 | $875K | Hold |
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|
2023
Q4 | $893K | Hold |
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|
2023
Q3 | $765K | Hold |
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|
2023
Q2 | $719K | Hold |
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|
2023
Q1 | $616K | Hold |
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|
2022
Q4 | $573K | Hold |
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|
2022
Q3 | $617K | Hold |
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|
2022
Q2 | $609K | Hold |
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|
2022
Q1 | $665K | Buy |
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|
2021
Q4 | $626K | Sell |
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|
2021
Q3 | $712K | Hold |
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|
2021
Q2 | $690K | Sell |
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|
2021
Q1 | $685K | Sell |
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|
2020
Q4 | $712K | Hold |
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|
2020
Q3 | $614K | Hold |
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|
2020
Q2 | $587K | Hold |
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|
2020
Q1 | $441K | Hold |
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|
2019
Q4 | $574K | Buy |
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