Everpar Advisors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $427K | Buy |
1,759
+11
| +0.6% | +$2.67K | 0.19% | 142 |
|
|
2025
Q1 | $424K | Sell |
1,748
-308
| -15% | -$74.7K | 0.23% | 125 |
|
|
2024
Q4 | $465K | Buy |
2,056
+1
| +0% | +$226 | 0.23% | 118 |
|
|
2024
Q3 | $442K | Sell |
2,055
-179
| -8% | -$38.5K | 0.23% | 137 |
|
|
2024
Q2 | $440K | Buy |
2,234
+256
| +13% | +$50.4K | 0.22% | 142 |
|
|
2024
Q1 | $405K | Sell |
1,978
-1,293
| -40% | -$265K | 0.25% | 139 |
|
|
2023
Q4 | $673K | Buy |
+3,271
| New | +$673K | 0.31% | 117 |
|