High Net Worth Advisory Group’s Broadridge BR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-25
| Closed | -$3.35K | – | 243 |
|
|
2022
Q4 | $3.35K | Hold |
25
| – | – | ﹤0.01% | 559 |
|
|
2022
Q3 | $4K | Hold |
25
| – | – | ﹤0.01% | 595 |
|
|
2022
Q2 | $4K | Hold |
25
| – | – | ﹤0.01% | 596 |
|
|
2022
Q1 | $4K | Hold |
25
| – | – | ﹤0.01% | 598 |
|
|
2021
Q4 | $5K | Buy |
+25
| New | +$5K | ﹤0.01% | 597 |
|