FSA Wealth Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.6K | Buy |
192
+1
| +0.5% | +$242 | 0.02% | 160 |
|
|
2025
Q1 | $46.4K | Buy |
191
+7
| +4% | +$1.7K | 0.02% | 156 |
|
|
2024
Q4 | $41.6K | Hold |
184
| – | – | 0.02% | 165 |
|
|
2024
Q3 | $39.5K | Buy |
+184
| New | +$39.5K | 0.02% | 177 |
|
|
2024
Q1 | $37.5K | Hold |
183
| – | – | 0.02% | 179 |
|
|
2023
Q4 | $38K | Buy |
+183
| New | +$38K | 0.02% | 163 |
|
|
2021
Q1 | – | Sell |
-100
| Closed | -$15K | – | 77 |
|
|
2020
Q4 | $15K | Buy |
+100
| New | +$15K | 0.01% | 229 |
|
|
2020
Q3 | – | Sell |
-100
| Closed | -$13K | – | 102 |
|
|
2020
Q2 | $13K | Hold |
100
| – | – | 0.01% | 236 |
|
|
2020
Q1 | $9K | Hold |
100
| – | – | 0.01% | 251 |
|
|
2019
Q4 | $12K | Buy |
+100
| New | +$12K | 0.01% | 284 |
|