Dynasty 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 | $1.57M | Sell |
6,468
-146
| -2% | -$35.5K | 0.03% | 104 |
|
|
2025
Q1 | $1.6M | Sell |
6,614
-181
| -3% | -$43.9K | 0.03% | 111 |
|
|
2024
Q4 | $1.54M | Buy |
6,795
+471
| +7% | +$106K | 0.03% | 114 |
|
|
2024
Q3 | $1.36M | Sell |
6,324
-66
| -1% | -$14.2K | 0.04% | 108 |
|
|
2024
Q2 | $1.26M | Buy |
6,390
+247
| +4% | +$48.7K | 0.04% | 113 |
|
|
2024
Q1 | $1.26M | Buy |
+6,143
| New | +$1.26M | 0.04% | 107 |
|