Iron Horse 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 | $3.16K | Hold |
13
| – | – | ﹤0.01% | 428 |
|
|
2025
Q1 | $3.15K | Sell |
13
-14
| -52% | -$3.39K | ﹤0.01% | 415 |
|
|
2024
Q4 | $6.1K | Hold |
27
| – | – | ﹤0.01% | 288 |
|
|
2024
Q3 | $5.81K | Hold |
27
| – | – | ﹤0.01% | 288 |
|
|
2024
Q2 | $5.32K | Hold |
27
| – | – | ﹤0.01% | 267 |
|
|
2024
Q1 | $5.53K | Hold |
27
| – | – | ﹤0.01% | 247 |
|
|
2023
Q4 | $5.56K | Hold |
27
| – | – | ﹤0.01% | 251 |
|
|
2023
Q3 | $4.83K | Buy |
27
+13
| +93% | +$2.33K | ﹤0.01% | 263 |
|
|
2023
Q2 | $2.32K | Hold |
14
| – | – | ﹤0.01% | 217 |
|
|
2023
Q1 | $2.05K | Buy |
+14
| New | +$2.05K | ﹤0.01% | 253 |
|