Harbor Investment Advisory’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $83.8K | Buy |
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|
2025
Q2 | $85.1K | Hold |
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|
2025
Q1 | $84.9K | Hold |
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|
2024
Q4 | $79.1K | Hold |
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|
2024
Q3 | $75.3K | Hold |
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|
2024
Q2 | $69K | Hold |
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|
2024
Q1 | $71.7K | Buy |
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|
2023
Q4 | $61.7K | Buy |
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|
2023
Q3 | $22.4K | Sell |
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|
2023
Q2 | $125K | Hold |
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|
2023
Q1 | $111K | Sell |
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|
2022
Q4 | $103K | Hold |
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|
2022
Q3 | $110K | Buy |
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|
2022
Q2 | $107K | Hold |
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|
2022
Q1 | $117K | Buy |
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|
2021
Q4 | $137K | Buy |
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|
2021
Q3 | $2K | Hold |
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|
2021
Q2 | $2K | Hold |
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|
2021
Q1 | $2K | Hold |
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|
2020
Q4 | $2K | Hold |
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|
2020
Q3 | $1K | Hold |
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|
2020
Q2 | $1K | Buy |
|