Foundations Investment 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 | $307K | Sell |
1,264
-106
| -8% | -$25.8K | ﹤0.01% | 733 |
|
|
2025
Q1 | $332K | Sell |
1,370
-158
| -10% | -$38.3K | 0.01% | 683 |
|
|
2024
Q4 | $345K | Buy |
1,528
+52
| +4% | +$11.8K | 0.01% | 624 |
|
|
2024
Q3 | $317K | Buy |
1,476
+200
| +16% | +$43K | 0.01% | 621 |
|
|
2024
Q2 | $251K | Sell |
1,276
-3
| -0.2% | -$591 | 0.01% | 648 |
|
|
2024
Q1 | $262K | Sell |
1,279
-28
| -2% | -$5.74K | 0.01% | 611 |
|
|
2023
Q4 | $264K | Buy |
1,307
+42
| +3% | +$8.47K | 0.01% | 582 |
|
|
2023
Q3 | $226K | Sell |
1,265
-198
| -14% | -$35.4K | 0.01% | 579 |
|
|
2023
Q2 | $242K | Sell |
1,463
-158
| -10% | -$26.2K | 0.01% | 510 |
|
|
2023
Q1 | $238K | Buy |
+1,621
| New | +$238K | 0.01% | 439 |
|