Moseley Investment 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 | $245K | Hold |
1,010
| – | – | 0.08% | 141 |
|
|
2025
Q1 | $245K | Hold |
1,010
| – | – | 0.1% | 132 |
|
|
2024
Q4 | $228K | Hold |
1,010
| – | – | 0.09% | 138 |
|
|
2024
Q3 | $217K | Buy |
+1,010
| New | +$217K | 0.09% | 146 |
|
|
2024
Q2 | – | Sell |
-1,010
| Closed | -$207K | – | 148 |
|
|
2024
Q1 | $207K | Hold |
1,010
| – | – | 0.1% | 144 |
|
|
2023
Q4 | $208K | Buy |
+1,010
| New | +$208K | 0.12% | 141 |
|