MorganRosel 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 | $1.21M | Buy |
4,971
+971
| +24% | +$236K | 0.33% | 50 |
|
|
2025
Q1 | $970K | Buy |
4,000
+602
| +18% | +$146K | 0.29% | 57 |
|
|
2024
Q4 | $768K | Buy |
3,398
+645
| +23% | +$146K | 0.25% | 72 |
|
|
2024
Q3 | $592K | Sell |
2,753
-354
| -11% | -$76.1K | 0.2% | 76 |
|
|
2024
Q2 | $612K | Sell |
3,107
-1,031
| -25% | -$203K | 0.22% | 75 |
|
|
2024
Q1 | $848K | Buy |
+4,138
| New | +$848K | 0.3% | 62 |
|