IHT Wealth Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-888
| Closed | -$215K | – | 1155 |
|
|
2025
Q1 | $215K | Buy |
+888
| New | +$215K | 0.01% | 999 |
|
|
2024
Q4 | – | Sell |
-1,340
| Closed | -$288K | – | 1090 |
|
|
2024
Q3 | $288K | Buy |
+1,340
| New | +$288K | 0.01% | 925 |
|
|
2018
Q2 | – | Sell |
-288
| Closed | -$31K | – | 538 |
|
|
2018
Q1 | $31K | Hold |
288
| – | – | 0.01% | 823 |
|
|
2017
Q4 | $27K | Hold |
288
| – | – | 0.01% | 895 |
|
|
2017
Q3 | $24K | Sell |
288
-44
| -13% | -$3.67K | 0.01% | 715 |
|
|
2017
Q2 | $2 | Buy |
332
+204
| +159% | +$1 | ﹤0.01% | 1205 |
|
|
2017
Q1 | $9K | Sell |
128
-146
| -53% | -$10.3K | 0.01% | 866 |
|
|
2016
Q4 | $18K | Buy |
+274
| New | +$18K | 0.01% | 666 |
|