LVW 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 | $1.27M | Buy |
5,226
+854
| +20% | +$208K | 0.14% | 88 |
|
|
2025
Q1 | $1.06M | Buy |
4,372
+401
| +10% | +$97.2K | 0.13% | 99 |
|
|
2024
Q4 | $898K | Buy |
3,971
+252
| +7% | +$57K | 0.11% | 120 |
|
|
2024
Q3 | $800K | Buy |
3,719
+1,147
| +45% | +$247K | 0.1% | 137 |
|
|
2024
Q2 | $507K | Buy |
2,572
+365
| +17% | +$71.9K | 0.07% | 170 |
|
|
2024
Q1 | $452K | Buy |
2,207
+948
| +75% | +$194K | 0.08% | 181 |
|
|
2023
Q4 | $259K | Buy |
+1,259
| New | +$259K | 0.05% | 225 |
|