J.W. Cole Advisors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $631K | Buy |
2,596
+1,222
| +89% | +$297K | 0.01% | 835 |
|
|
2025
Q1 | $333K | Buy |
1,374
+344
| +33% | +$83.4K | 0.01% | 917 |
|
|
2024
Q4 | $233K | Sell |
1,030
-1
| -0.1% | -$226 | 0.01% | 856 |
|
|
2024
Q3 | $222K | Buy |
+1,031
| New | +$222K | 0.01% | 870 |
|
|
2021
Q2 | – | Sell |
-2,961
| Closed | -$453K | – | 742 |
|
|
2021
Q1 | $453K | Sell |
2,961
-40
| -1% | -$6.12K | 0.04% | 407 |
|
|
2020
Q4 | $460K | Sell |
3,001
-300
| -9% | -$46K | 0.05% | 363 |
|
|
2020
Q3 | $436K | Buy |
+3,301
| New | +$436K | 0.03% | 447 |
|
|
2020
Q2 | – | Sell |
-2,344
| Closed | -$222K | – | 304 |
|
|
2020
Q1 | $222K | Sell |
2,344
-573
| -20% | -$54.3K | 0.43% | 77 |
|
|
2019
Q4 | $360K | Buy |
+2,917
| New | +$360K | 0.05% | 375 |
|