Mission 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 | Buy |
3,740
+106
| +3% | +$25.8K | 0.02% | 331 |
|
|
2025
Q1 | $881K | Sell |
3,634
-1
| -0% | -$242 | 0.02% | 314 |
|
|
2024
Q4 | $822K | Sell |
3,635
-20
| -0.5% | -$4.52K | 0.02% | 308 |
|
|
2024
Q3 | $786K | Buy |
3,655
+455
| +14% | +$97.8K | 0.02% | 325 |
|
|
2024
Q2 | $630K | Sell |
3,200
-3
| -0.1% | -$591 | 0.02% | 342 |
|
|
2024
Q1 | $656K | Sell |
3,203
-34
| -1% | -$6.96K | 0.02% | 350 |
|
|
2023
Q4 | $666K | Sell |
3,237
-11
| -0.3% | -$2.26K | 0.02% | 301 |
|
|
2023
Q3 | $581K | Sell |
3,248
-135
| -4% | -$24.2K | 0.02% | 301 |
|
|
2023
Q2 | $560K | Buy |
3,383
+2
| +0.1% | +$331 | 0.02% | 309 |
|
|
2023
Q1 | $496K | Buy |
3,381
+1
| +0% | +$147 | 0.02% | 326 |
|
|
2022
Q4 | $453K | Sell |
3,380
-24
| -0.7% | -$3.22K | 0.02% | 324 |
|
|
2022
Q3 | $491K | Buy |
3,404
+33
| +1% | +$4.76K | 0.03% | 284 |
|
|
2022
Q2 | $481K | Buy |
3,371
+7
| +0.2% | +$999 | 0.03% | 292 |
|
|
2022
Q1 | $523K | Sell |
3,364
-14
| -0.4% | -$2.18K | 0.02% | 289 |
|
|
2021
Q4 | $618K | Buy |
3,378
+61
| +2% | +$11.2K | 0.03% | 256 |
|
|
2021
Q3 | $553K | Buy |
3,317
+950
| +40% | +$158K | 0.03% | 255 |
|
|
2021
Q2 | $382K | Buy |
2,367
+91
| +4% | +$14.7K | 0.02% | 335 |
|
|
2021
Q1 | $348K | Sell |
2,276
-5
| -0.2% | -$764 | 0.02% | 331 |
|
|
2020
Q4 | $349K | Hold |
2,281
| – | – | 0.02% | 314 |
|
|
2020
Q3 | $301K | Hold |
2,281
| – | – | 0.02% | 276 |
|
|
2020
Q2 | $288K | Buy |
2,281
+5
| +0.2% | +$631 | 0.02% | 260 |
|
|
2020
Q1 | $216K | Hold |
2,276
| – | – | 0.02% | 273 |
|
|
2019
Q4 | $281K | Sell |
2,276
-6
| -0.3% | -$741 | 0.03% | 264 |
|
|
2019
Q3 | $284K | Buy |
2,282
+6
| +0.3% | +$747 | 0.03% | 243 |
|
|
2019
Q2 | $291K | Sell |
2,276
-188
| -8% | -$24K | 0.03% | 240 |
|
|
2019
Q1 | $256K | Buy |
2,464
+1
| +0% | +$104 | 0.03% | 257 |
|
|
2018
Q4 | $237K | Buy |
2,463
+1
| +0% | +$96 | 0.03% | 227 |
|
|
2018
Q3 | $325K | Buy |
2,462
+220
| +10% | +$29K | 0.04% | 201 |
|
|
2018
Q2 | $258K | Sell |
2,242
-1,099
| -33% | -$126K | 0.04% | 215 |
|
|
2018
Q1 | $366K | Buy |
3,341
+399
| +14% | +$43.7K | 0.06% | 145 |
|
|
2017
Q4 | $266K | Buy |
2,942
+325
| +12% | +$29.4K | 0.05% | 167 |
|
|
2017
Q3 | $212K | Buy |
+2,617
| New | +$212K | 0.04% | 181 |
|