J.W. Cole Advisors’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 | $636K | Buy |
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|
2025
Q2 | $631K | Buy |
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|
2025
Q1 | $333K | Buy |
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|
2024
Q4 | $233K | Sell |
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|
2024
Q3 | $222K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $453K | Sell |
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|
2020
Q4 | $460K | Sell |
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|
2020
Q3 | $436K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $222K | Sell |
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|
2019
Q4 | $360K | Buy |
|