MGB 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 | $909K | Sell |
3,748
-129
| -3% | -$31.3K | 0.3% | 82 |
|
|
2025
Q1 | $936K | Buy |
3,877
+107
| +3% | +$25.8K | 0.34% | 78 |
|
|
2024
Q4 | $852K | Buy |
3,770
+115
| +3% | +$26K | 0.26% | 78 |
|
|
2024
Q3 | $784K | Hold |
3,655
| – | – | 0.28% | 81 |
|
|
2024
Q2 | $750K | Buy |
3,655
+200
| +6% | +$41K | 0.28% | 83 |
|
|
2024
Q1 | $708K | Buy |
3,455
+320
| +10% | +$65.5K | 0.29% | 86 |
|
|
2023
Q4 | $645K | Buy |
+3,135
| New | +$645K | 0.32% | 84 |
|