Golden State Equity Partners’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,105
| Closed | -$250K | – | 433 |
|
|
2024
Q4 | $250K | Sell |
1,105
-395
| -26% | -$89.3K | 0.05% | 364 |
|
|
2024
Q3 | $323K | Sell |
1,500
-834
| -36% | -$179K | 0.17% | 136 |
|
|
2024
Q2 | $460K | Buy |
+2,334
| New | +$460K | 0.1% | 237 |
|
|
2023
Q4 | $485K | Buy |
2,356
+551
| +31% | +$113K | 0.12% | 197 |
|
|
2023
Q3 | $323K | Buy |
1,805
+407
| +29% | +$72.9K | 0.09% | 241 |
|
|
2023
Q2 | $232K | Buy |
+1,398
| New | +$232K | 0.07% | 321 |
|