Gateway Advisory’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $655K | Sell |
3,048
-38
| -1% | -$8.17K | 0.11% | 78 |
|
|
2024
Q2 | $608K | Sell |
3,086
-80
| -3% | -$15.8K | 0.1% | 83 |
|
|
2024
Q1 | $649K | Hold |
3,166
| – | – | 0.11% | 78 |
|
|
2023
Q4 | $651K | Sell |
3,166
-57
| -2% | -$11.7K | 0.13% | 63 |
|
|
2023
Q3 | $577K | Hold |
3,223
| – | – | 0.12% | 53 |
|
|
2023
Q2 | $534K | Hold |
3,223
| – | – | 0.11% | 53 |
|
|
2023
Q1 | $472K | Hold |
3,223
| – | – | 0.11% | 61 |
|
|
2022
Q4 | $432K | Hold |
3,223
| – | – | 0.11% | 52 |
|
|
2022
Q3 | $465K | Hold |
3,223
| – | – | 0.12% | 53 |
|
|
2022
Q2 | $459K | Sell |
3,223
-360
| -10% | -$51.3K | 0.2% | 38 |
|
|
2022
Q1 | $558K | Hold |
3,583
| – | – | 0.15% | 55 |
|
|
2021
Q4 | $655K | Hold |
3,583
| – | – | 0.14% | 48 |
|
|
2021
Q3 | $597K | Hold |
3,583
| – | – | 0.12% | 59 |
|
|
2021
Q2 | $579K | Hold |
3,583
| – | – | 0.12% | 53 |
|
|
2021
Q1 | $549K | Buy |
+3,583
| New | +$549K | 0.14% | 47 |
|