Mascoma Wealth Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27K | Hold |
111
| – | – | 0.01% | 240 |
|
|
2025
Q1 | $26.9K | Sell |
111
-255
| -70% | -$61.8K | 0.01% | 240 |
|
|
2024
Q4 | $82.7K | Hold |
366
| – | – | 0.02% | 156 |
|
|
2024
Q3 | $78.7K | Hold |
366
| – | – | 0.02% | 159 |
|
|
2024
Q2 | $72.1K | Buy |
366
+255
| +230% | +$50.2K | 0.02% | 158 |
|
|
2024
Q1 | $22.7K | Hold |
111
| – | – | 0.01% | 249 |
|
|
2023
Q4 | $22.8K | Hold |
111
| – | – | 0.01% | 261 |
|
|
2023
Q3 | $19.9K | Hold |
111
| – | – | 0.01% | 275 |
|
|
2023
Q2 | $19.6K | Hold |
111
| – | – | 0.01% | 269 |
|
|
2023
Q1 | $16.1K | Hold |
111
| – | – | ﹤0.01% | 360 |
|
|
2022
Q4 | $14.9K | Hold |
111
| – | – | ﹤0.01% | 367 |
|
|
2022
Q3 | $16K | Hold |
111
| – | – | 0.01% | 348 |
|
|
2022
Q2 | $16K | Hold |
111
| – | – | 0.01% | 363 |
|
|
2022
Q1 | $17K | Hold |
111
| – | – | 0.01% | 386 |
|
|
2021
Q4 | $20K | Hold |
111
| – | – | 0.01% | 331 |
|
|
2021
Q3 | $18K | Buy |
+111
| New | +$18K | 0.01% | 301 |
|
|
2021
Q2 | – | Sell |
-111
| Closed | -$17K | – | 149 |
|
|
2021
Q1 | $17K | Buy |
+111
| New | +$17K | 0.01% | 306 |
|