MONECO 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 | $424K | Sell |
1,745
-44
| -2% | -$10.7K | 0.04% | 328 |
|
|
2025
Q1 | $434K | Sell |
1,789
-6
| -0.3% | -$1.46K | 0.04% | 306 |
|
|
2024
Q4 | $406K | Buy |
1,795
+229
| +15% | +$51.8K | 0.04% | 318 |
|
|
2024
Q3 | $337K | Buy |
1,566
+66
| +4% | +$14.2K | 0.04% | 323 |
|
|
2024
Q2 | $296K | Sell |
1,500
-129
| -8% | -$25.4K | 0.04% | 320 |
|
|
2024
Q1 | $334K | Buy |
1,629
+429
| +36% | +$87.9K | 0.05% | 299 |
|
|
2023
Q4 | $247K | Sell |
1,200
-18
| -1% | -$3.7K | 0.05% | 322 |
|
|
2023
Q3 | $218K | Buy |
1,218
+2
| +0.2% | +$358 | 0.06% | 304 |
|
|
2023
Q2 | $201K | Buy |
+1,216
| New | +$201K | 0.05% | 328 |
|