Essex Savings Bank’s Broadridge BR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$208K	Buy	854 +8	+0.9%	+$1.94K	0.05%	300
2025 Q1	$205K	Buy	+846	New	+$205K	0.05%	288
2019 Q2	–	Sell	-170	Closed	-$18K	–	760
2019 Q1	$18K	Hold	170	–	–	0.01%	440
2018 Q4	$16K	Buy	+170	New	+$16K	0.01%	451