McClarren Financial 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 | – | Sell |
-120
| Closed | -$29K | – | 114 |
|
|
2025
Q1 | $29K | Buy |
120
+1
| +0.8% | +$242 | 0.02% | 169 |
|
|
2024
Q4 | $27K | Hold |
119
| – | – | 0.08% | 114 |
|
|
2024
Q3 | $25 | Sell |
119
-78
| -40% | -$16 | ﹤0.01% | 159 |
|
|
2024
Q2 | $23K | Buy |
197
+78
| +66% | +$9.11K | 0.02% | 208 |
|
|
2024
Q1 | $25K | Buy |
119
+1
| +0.8% | +$210 | 0.02% | 194 |
|
|
2023
Q4 | $24K | Buy |
118
+1
| +0.9% | +$203 | 0.02% | 213 |
|
|
2023
Q3 | $21K | Buy |
117
+1
| +0.9% | +$179 | 0.02% | 212 |
|
|
2023
Q2 | $19K | Hold |
116
| – | – | 0.02% | 220 |
|
|
2023
Q1 | $17K | Buy |
116
+1
| +0.9% | +$147 | 0.02% | 218 |
|
|
2022
Q4 | $15K | Hold |
115
| – | – | 0.01% | 232 |
|
|
2022
Q3 | $16K | Buy |
+115
| New | +$16K | 0.02% | 207 |
|
|
2022
Q2 | – | Sell |
-114
| Closed | -$17K | – | 56 |
|
|
2022
Q1 | $17K | Hold |
114
| – | – | 0.01% | 181 |
|
|
2021
Q4 | $21K | Buy |
114
+1
| +0.9% | +$184 | 0.01% | 187 |
|
|
2021
Q3 | $18K | Hold |
113
| – | – | 0.01% | 171 |
|
|
2021
Q2 | $18K | Buy |
+113
| New | +$18K | 0.01% | 188 |
|