Ellevest Inc’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $652K | Buy |
2,683
+87
| +3% | +$21.1K | 0.1% | 145 |
|
|
2025
Q1 | $629K | Buy |
2,596
+142
| +6% | +$34.4K | 0.04% | 156 |
|
|
2024
Q4 | $555K | Buy |
2,454
+125
| +5% | +$28.3K | 0.03% | 177 |
|
|
2024
Q3 | $501K | Sell |
2,329
-52
| -2% | -$11.2K | 0.03% | 218 |
|
|
2024
Q2 | $469K | Buy |
2,381
+95
| +4% | +$18.7K | 0.03% | 214 |
|
|
2024
Q1 | $468K | Buy |
2,286
+30
| +1% | +$6.15K | 0.03% | 222 |
|
|
2023
Q4 | $464K | Buy |
2,256
+163
| +8% | +$33.5K | 0.03% | 199 |
|
|
2023
Q3 | $375K | Buy |
2,093
+164
| +9% | +$29.4K | 0.03% | 216 |
|
|
2023
Q2 | $320K | Buy |
1,929
+1,514
| +365% | +$251K | 0.02% | 260 |
|
|
2023
Q1 | $60.8K | Buy |
415
+397
| +2,206% | +$58.2K | ﹤0.01% | 549 |
|
|
2022
Q4 | $2.41K | Sell |
18
-538
| -97% | -$72.2K | ﹤0.01% | 1352 |
|
|
2022
Q3 | $80K | Sell |
556
-114
| -17% | -$16.4K | 0.01% | 461 |
|
|
2022
Q2 | $96K | Buy |
670
+409
| +157% | +$58.6K | 0.01% | 419 |
|
|
2022
Q1 | $41K | Sell |
261
-9
| -3% | -$1.41K | ﹤0.01% | 583 |
|
|
2021
Q4 | $49K | Buy |
270
+192
| +246% | +$34.8K | ﹤0.01% | 514 |
|
|
2021
Q3 | $13K | Buy |
78
+26
| +50% | +$4.33K | ﹤0.01% | 768 |
|
|
2021
Q2 | $8K | Buy |
52
+20
| +63% | +$3.08K | ﹤0.01% | 799 |
|
|
2021
Q1 | $5K | Sell |
32
-289
| -90% | -$45.2K | ﹤0.01% | 895 |
|
|
2020
Q4 | $49K | Buy |
321
+297
| +1,238% | +$45.3K | 0.01% | 457 |
|
|
2020
Q3 | $3K | Sell |
24
-32
| -57% | -$4K | ﹤0.01% | 829 |
|
|
2020
Q2 | $7K | Sell |
56
-217
| -79% | -$27.1K | ﹤0.01% | 670 |
|
|
2020
Q1 | $26K | Buy |
273
+106
| +63% | +$10.1K | 0.01% | 376 |
|
|
2019
Q4 | $21K | Buy |
+167
| New | +$21K | 0.01% | 404 |
|