McAdam LLC’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $230K | Buy |
946
+65
| +7% | +$15.8K | 0.01% | 339 |
|
|
2025
Q1 | $214K | Sell |
881
-70
| -7% | -$17K | 0.01% | 316 |
|
|
2024
Q4 | $215K | Buy |
+951
| New | +$215K | 0.01% | 329 |
|
|
2018
Q2 | – | Sell |
-11
| Closed | -$1K | – | 654 |
|
|
2018
Q1 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 611 |
|