First Affirmative Financial Network’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $260K | Sell |
1,072
-229
| -18% | -$55.5K | 0.16% | 179 |
|
|
2024
Q4 | $294K | Sell |
1,301
-176
| -12% | -$39.8K | 0.17% | 157 |
|
|
2024
Q3 | $318K | Sell |
1,477
-334
| -18% | -$71.8K | 0.17% | 161 |
|
|
2024
Q2 | $357K | Buy |
1,811
+83
| +5% | +$16.4K | 0.25% | 123 |
|
|
2024
Q1 | $354K | Buy |
1,728
+72
| +4% | +$14.7K | 0.26% | 122 |
|
|
2023
Q4 | $341K | Buy |
1,656
+237
| +17% | +$48.8K | 0.27% | 120 |
|
|
2023
Q3 | $254K | Buy |
+1,419
| New | +$254K | 0.25% | 132 |
|