JFS Wealth 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
Q2 | $34.8K | Sell |
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|
2025
Q1 | $37.8K | Sell |
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|
2024
Q4 | $35.5K | Hold |
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|
2024
Q3 | $33.8K | Buy |
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|
2024
Q2 | $30.6K | Hold |
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|
2024
Q1 | $31.8K | Hold |
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|
2023
Q4 | $31.9K | Sell |
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|
2023
Q3 | $29.1K | Buy |
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|
2023
Q2 | $25.7K | Sell |
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|
2023
Q1 | $24.1K | Buy |
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|
2022
Q4 | $20.6K | Sell |
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|
2022
Q3 | $48K | Buy |
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|
2022
Q2 | $45K | Buy |
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|
2022
Q1 | $47K | Buy |
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|
2021
Q4 | $34K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $5K | Buy |
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|
2017
Q4 | $4K | Buy |
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