Empower Advisory Group’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-1,173
| Closed | -$241K | – | 499 |
|
2023
Q4 | $241K | Sell |
1,173
-29
| -2% | -$5.97K | ﹤0.01% | 434 |
|
2023
Q3 | $215K | Buy |
+1,202
| New | +$215K | ﹤0.01% | 434 |
|
2023
Q2 | – | Sell |
-1,711
| Closed | -$248K | – | 483 |
|
2023
Q1 | $248K | Buy |
+1,711
| New | +$248K | ﹤0.01% | 430 |
|