Edgestream Partners’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,270
| Closed | -$2.49M | – | 856 |
|
|
2025
Q1 | $2.49M | Buy |
10,270
+3,553
| +53% | +$861K | 0.08% | 428 |
|
|
2024
Q4 | $1.52M | Buy |
+6,717
| New | +$1.52M | 0.06% | 461 |
|
|
2024
Q1 | – | Sell |
-5,296
| Closed | -$1.09M | – | 816 |
|
|
2023
Q4 | $1.09M | Buy |
+5,296
| New | +$1.09M | 0.08% | 422 |
|