Jackson Grant Investment Advisers’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% | 347 |
|
|
2025
Q1 | $3.15K | Hold |
13
| – | – | ﹤0.01% | 341 |
|
|
2024
Q4 | $2.94K | Hold |
13
| – | – | ﹤0.01% | 353 |
|
|
2024
Q3 | $2.8K | Hold |
13
| – | – | ﹤0.01% | 359 |
|
|
2024
Q2 | $2.56K | Hold |
13
| – | – | ﹤0.01% | 359 |
|
|
2024
Q1 | $2.66K | Hold |
13
| – | – | ﹤0.01% | 346 |
|
|
2023
Q4 | $2.68K | Hold |
13
| – | – | ﹤0.01% | 338 |
|
|
2023
Q3 | $2.33K | Hold |
13
| – | – | ﹤0.01% | 340 |
|
|
2023
Q2 | $2.15K | Hold |
13
| – | – | ﹤0.01% | 364 |
|
|
2023
Q1 | $1.91K | Buy |
+13
| New | +$1.91K | ﹤0.01% | 395 |
|