Mount Yale Investment Advisors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.72K | Sell |
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|
2025
Q1 | $210K | Sell |
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|
2024
Q4 | $308K | Hold |
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|
2024
Q3 | $293K | Hold |
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|
2024
Q2 | $269K | Hold |
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|
2024
Q1 | $279K | Sell |
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|
2023
Q4 | $295K | Sell |
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|
2023
Q3 | $325K | Hold |
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|
2023
Q2 | $301K | Sell |
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|
2023
Q1 | $653K | Sell |
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|
2022
Q4 | $1.09M | Sell |
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|
2022
Q3 | $1.27M | Buy |
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|
2022
Q2 | $1.24M | Sell |
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|
2022
Q1 | $2.02M | Sell |
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|
2021
Q4 | $2.42M | Sell |
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|
2021
Q3 | $2.23M | Sell |
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|
2021
Q2 | $2.31M | Sell |
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|
2021
Q1 | $2.23M | Sell |
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|
2020
Q4 | $2.37M | Sell |
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|
2020
Q3 | $2.09M | Sell |
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|
2020
Q2 | $2.1M | Buy |
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|
2020
Q1 | $1.35M | Buy |
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|
2019
Q4 | $1.59M | Sell |
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|
2019
Q3 | $1.96M | Buy |
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|
2019
Q2 | $1.77M | Sell |
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|
2019
Q1 | $1.52M | Buy |
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|
2018
Q4 | $1.05M | Buy |
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|
2018
Q3 | $1.11M | Sell |
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|
2018
Q2 | $1.22M | Sell |
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|
2018
Q1 | $1.81M | Buy |
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