Great Valley Advisor Group’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $242K | Buy |
994
+50
| +5% | +$12.2K | 0.01% | 805 |
|
|
2025
Q1 | $229K | Sell |
944
-34
| -3% | -$8.25K | ﹤0.01% | 799 |
|
|
2024
Q4 | $221K | Buy |
978
+26
| +3% | +$5.87K | ﹤0.01% | 790 |
|
|
2024
Q3 | $204K | Buy |
+952
| New | +$204K | 0.01% | 799 |
|
|
2024
Q1 | – | Sell |
-1,063
| Closed | -$219K | – | 751 |
|
|
2023
Q4 | $219K | Buy |
+1,063
| New | +$219K | 0.01% | 656 |
|