EverSource Wealth 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 | $202K | Buy |
830
+74
| +10% | +$18K | 0.01% | 856 |
|
|
2025
Q1 | $183K | Buy |
756
+34
| +5% | +$8.24K | 0.01% | 692 |
|
|
2024
Q4 | $163K | Buy |
722
+64
| +10% | +$14.5K | 0.01% | 725 |
|
|
2024
Q3 | $142K | Sell |
658
-4
| -0.6% | -$861 | 0.01% | 675 |
|
|
2024
Q2 | $142K | Buy |
662
+71
| +12% | +$15.2K | 0.01% | 677 |
|
|
2024
Q1 | $114K | Buy |
591
+55
| +10% | +$10.6K | 0.01% | 665 |
|
|
2023
Q4 | $110K | Buy |
536
+114
| +27% | +$23.4K | 0.01% | 601 |
|
|
2023
Q3 | $75.6K | Sell |
422
-7
| -2% | -$1.25K | 0.01% | 667 |
|
|
2023
Q2 | $71.1K | Buy |
429
+378
| +741% | +$62.6K | 0.01% | 706 |
|
|
2023
Q1 | $7.48K | Buy |
51
+20
| +65% | +$2.93K | ﹤0.01% | 1492 |
|
|
2022
Q4 | $4.16K | Sell |
31
-2
| -6% | -$268 | ﹤0.01% | 1676 |
|
|
2022
Q3 | $5K | Hold |
33
| – | – | ﹤0.01% | 1347 |
|
|
2022
Q2 | $5K | Buy |
33
+12
| +57% | +$1.82K | ﹤0.01% | 1244 |
|
|
2022
Q1 | $3K | Sell |
21
-106
| -83% | -$15.1K | ﹤0.01% | 1399 |
|
|
2021
Q4 | $23K | Buy |
+127
| New | +$23K | 0.01% | 625 |
|