Glass Jacobson 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 | $10.9K | Hold |
45
| – | – | ﹤0.01% | 424 |
|
|
2025
Q1 | $10.2K | Hold |
45
| – | – | ﹤0.01% | 592 |
|
|
2024
Q4 | $10.2K | Hold |
45
| – | – | ﹤0.01% | 592 |
|
|
2024
Q3 | $9.68K | Hold |
45
| – | – | ﹤0.01% | 572 |
|
|
2024
Q2 | $8.87K | Hold |
45
| – | – | ﹤0.01% | 565 |
|
|
2024
Q1 | $9.22K | Buy |
45
+10
| +29% | +$2.05K | ﹤0.01% | 566 |
|
|
2023
Q4 | $7.2K | Hold |
35
| – | – | ﹤0.01% | 555 |
|
|
2023
Q3 | $6.27K | Hold |
35
| – | – | ﹤0.01% | 540 |
|
|
2023
Q2 | $5.8K | Buy |
+35
| New | +$5.8K | ﹤0.01% | 564 |
|
|
2022
Q4 | $4.7K | Buy |
+35
| New | +$4.7K | ﹤0.01% | 598 |
|