MGO One Seven’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $512K | Buy |
2,106
+681
| +48% | +$166K | 0.02% | 712 |
|
|
2025
Q1 | $346K | Buy |
1,425
+180
| +14% | +$43.6K | 0.01% | 756 |
|
|
2024
Q4 | $281K | Sell |
1,245
-9
| -0.7% | -$2.04K | 0.01% | 862 |
|
|
2024
Q3 | $270K | Buy |
1,254
+123
| +11% | +$26.4K | 0.01% | 805 |
|
|
2024
Q2 | $223K | Sell |
1,131
-553
| -33% | -$109K | 0.01% | 872 |
|
|
2024
Q1 | $345K | Sell |
1,684
-4
| -0.2% | -$819 | 0.02% | 676 |
|
|
2023
Q4 | $347K | Sell |
1,688
-8
| -0.5% | -$1.65K | 0.02% | 655 |
|
|
2023
Q3 | $304K | Sell |
1,696
-245
| -13% | -$43.9K | 0.02% | 608 |
|
|
2023
Q2 | $321K | Buy |
1,941
+26
| +1% | +$4.31K | 0.03% | 573 |
|
|
2023
Q1 | $281K | Sell |
1,915
-594
| -24% | -$87.1K | 0.02% | 695 |
|
|
2022
Q4 | $337K | Buy |
2,509
+402
| +19% | +$53.9K | 0.03% | 517 |
|
|
2022
Q3 | $304 | Buy |
2,107
+365
| +21% | +$53 | 0.01% | 539 |
|
|
2022
Q2 | $248K | Buy |
1,742
+59
| +4% | +$8.4K | 0.03% | 520 |
|
|
2022
Q1 | $262K | Sell |
1,683
-525
| -24% | -$81.7K | 0.03% | 542 |
|
|
2021
Q4 | $404K | Buy |
+2,208
| New | +$404K | 0.04% | 419 |
|
|
2019
Q1 | – | Sell |
-111
| Closed | -$10K | – | 564 |
|
|
2018
Q4 | $10K | Buy |
+111
| New | +$10K | ﹤0.01% | 1133 |
|
|
2018
Q1 | $12K | Hold |
111
| – | – | 0.01% | 1031 |
|
|
2017
Q4 | $10K | Buy |
+111
| New | +$10K | ﹤0.01% | 1077 |
|