Fortis Group 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
$12.9K Hold
53
﹤0.01% 320
2025
Q1
$12.9K Hold
53
﹤0.01% 287
2024
Q4
$12K Hold
53
﹤0.01% 294
2024
Q3
$11.4K Hold
53
﹤0.01% 292
2024
Q2
$10.4K Hold
53
﹤0.01% 295
2024
Q1
$10.9K Buy
+53
New +$10.9K ﹤0.01% 311