Fairfield Financial Advisors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-80
| Closed | -$18.1K | – | 89 |
|
|
2024
Q4 | $18.1K | Hold |
80
| – | – | 0.01% | 175 |
|
|
2024
Q3 | $17.2K | Hold |
80
| – | – | 0.01% | 196 |
|
|
2024
Q2 | $15.8K | Buy |
+80
| New | +$15.8K | ﹤0.01% | 189 |
|
|
2023
Q4 | $16.5K | Hold |
80
| – | – | 0.01% | 212 |
|
|
2023
Q3 | $14.3K | Hold |
80
| – | – | 0.01% | 203 |
|
|
2023
Q2 | $13.3K | Hold |
80
| – | – | 0.01% | 217 |
|
|
2023
Q1 | $11.6K | Hold |
80
| – | – | 0.01% | 231 |
|
|
2022
Q4 | $10.7K | Hold |
80
| – | – | ﹤0.01% | 213 |
|
|
2022
Q3 | $11.5K | Hold |
80
| – | – | 0.01% | 202 |
|
|
2022
Q2 | $11.4K | Sell |
80
-80
| -50% | -$11.4K | 0.01% | 195 |
|
|
2022
Q1 | $24.9K | Buy |
+160
| New | +$24.9K | 0.01% | 167 |
|