Dynamic Advisor Solutions’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 | $340K | Sell |
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|
2025
Q2 | $348K | Sell |
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|
2025
Q1 | $356K | Sell |
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|
2024
Q4 | $337K | Sell |
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|
2024
Q3 | $333K | Sell |
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|
2024
Q2 | $326K | Sell |
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|
2024
Q1 | $343K | Buy |
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|
2023
Q4 | $324K | Buy |
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|
2023
Q3 | $288K | Buy |
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|
2023
Q2 | $258K | Buy |
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|
2023
Q1 | $222K | Buy |
|