Fort Point Capital Partners’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-893
| Closed | -$217K | – | 307 |
|
|
2025
Q1 | $217K | Buy |
893
+8
| +0.9% | +$1.94K | 0.02% | 290 |
|
|
2024
Q4 | $200K | Buy |
+885
| New | +$200K | 0.02% | 290 |
|
|
2022
Q2 | – | Sell |
-1,386
| Closed | -$216K | – | 265 |
|
|
2022
Q1 | $216K | Sell |
1,386
-29
| -2% | -$4.52K | 0.03% | 259 |
|
|
2021
Q4 | $259K | Sell |
1,415
-16
| -1% | -$2.93K | 0.03% | 230 |
|
|
2021
Q3 | $238K | Buy |
+1,431
| New | +$238K | 0.04% | 214 |
|