Modern 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 | $3.43M | Buy |
14,120
+146
| +1% | +$35.5K | 0.09% | 202 |
|
|
2025
Q1 | $3.39M | Buy |
13,974
+334
| +2% | +$81K | 0.11% | 161 |
|
|
2024
Q4 | $3.08M | Buy |
13,640
+147
| +1% | +$33.2K | 0.12% | 149 |
|
|
2024
Q3 | $2.9M | Buy |
13,493
+7
| +0.1% | +$1.51K | 0.18% | 89 |
|
|
2024
Q2 | $2.66M | Buy |
13,486
+4
| +0% | +$788 | 0.2% | 71 |
|
|
2024
Q1 | $2.76M | Buy |
+13,482
| New | +$2.76M | 0.26% | 52 |
|