Dynamic Advisor Solutions’s Broadridge BR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $348K | Sell |
1,433
-36
| -2% | -$8.75K | 0.01% | 697 |
|
|
2025
Q1 | $356K | Sell |
1,469
-22
| -1% | -$5.34K | 0.01% | 667 |
|
|
2024
Q4 | $337K | Sell |
1,491
-56
| -4% | -$12.7K | 0.01% | 507 |
|
|
2024
Q3 | $333K | Sell |
1,547
-106
| -6% | -$22.8K | 0.01% | 722 |
|
|
2024
Q2 | $326K | Sell |
1,653
-21
| -1% | -$4.14K | 0.01% | 736 |
|
|
2024
Q1 | $343K | Buy |
1,674
+24
| +1% | +$4.92K | 0.01% | 714 |
|
|
2023
Q4 | $324K | Buy |
1,650
+43
| +3% | +$8.45K | 0.01% | 690 |
|
|
2023
Q3 | $288K | Buy |
1,607
+50
| +3% | +$8.95K | 0.01% | 668 |
|
|
2023
Q2 | $258K | Buy |
1,557
+42
| +3% | +$6.96K | 0.01% | 672 |
|
|
2023
Q1 | $222K | Buy |
+1,515
| New | +$222K | 0.01% | 672 |
|