EverSource Wealth Advisors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $202K | Buy |
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|
2025
Q1 | $183K | Buy |
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|
2024
Q4 | $163K | Buy |
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|
2024
Q3 | $142K | Sell |
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|
2024
Q2 | $142K | Buy |
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|
2024
Q1 | $114K | Buy |
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|
2023
Q4 | $110K | Buy |
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|
2023
Q3 | $75.6K | Sell |
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|
2023
Q2 | $71.1K | Buy |
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|
2023
Q1 | $7.47K | Buy |
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|
2022
Q4 | $4.16K | Sell |
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|
2022
Q3 | $5K | Hold |
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|
2022
Q2 | $5K | Buy |
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|
2022
Q1 | $3K | Sell |
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|
2021
Q4 | $23K | Buy |
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