Goldstein Advisors’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 |
-962
| Closed | -$217K | – | 204 |
|
|
2024
Q4 | $217K | Sell |
962
-1
| -0.1% | -$226 | 0.03% | 173 |
|
|
2024
Q3 | $207K | Buy |
+963
| New | +$207K | 0.03% | 171 |
|
|
2023
Q4 | – | Sell |
-1,252
| Closed | -$224K | – | 177 |
|
|
2023
Q3 | $224K | Sell |
1,252
-88
| -7% | -$15.8K | 0.05% | 129 |
|
|
2023
Q2 | $222K | Buy |
+1,340
| New | +$222K | 0.05% | 134 |
|