Mount Yale Investment 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 | $9.72K | Sell |
40
-826
| -95% | -$201K | ﹤0.01% | 1137 |
|
|
2025
Q1 | $210K | Sell |
866
-498
| -37% | -$121K | 0.02% | 510 |
|
|
2024
Q4 | $308K | Hold |
1,364
| – | – | 0.02% | 437 |
|
|
2024
Q3 | $293K | Hold |
1,364
| – | – | 0.03% | 442 |
|
|
2024
Q2 | $269K | Hold |
1,364
| – | – | 0.02% | 459 |
|
|
2024
Q1 | $279K | Sell |
1,364
-68
| -5% | -$13.9K | 0.02% | 466 |
|
|
2023
Q4 | $295K | Sell |
1,432
-384
| -21% | -$79K | 0.03% | 412 |
|
|
2023
Q3 | $325K | Hold |
1,816
| – | – | 0.04% | 377 |
|
|
2023
Q2 | $301K | Sell |
1,816
-2,639
| -59% | -$437K | 0.03% | 389 |
|
|
2023
Q1 | $653K | Sell |
4,455
-3,688
| -45% | -$541K | 0.07% | 260 |
|
|
2022
Q4 | $1.09M | Sell |
8,143
-640
| -7% | -$85.8K | 0.12% | 169 |
|
|
2022
Q3 | $1.27M | Buy |
8,783
+87
| +1% | +$12.6K | 0.17% | 132 |
|
|
2022
Q2 | $1.24M | Sell |
8,696
-4,282
| -33% | -$611K | 0.16% | 149 |
|
|
2022
Q1 | $2.02M | Sell |
12,978
-250
| -2% | -$38.9K | 0.22% | 110 |
|
|
2021
Q4 | $2.42M | Sell |
13,228
-178
| -1% | -$32.5K | 0.25% | 93 |
|
|
2021
Q3 | $2.23M | Sell |
13,406
-925
| -6% | -$154K | 0.26% | 93 |
|
|
2021
Q2 | $2.32M | Sell |
14,331
-251
| -2% | -$40.5K | 0.28% | 83 |
|
|
2021
Q1 | $2.23M | Sell |
14,582
-866
| -6% | -$133K | 0.29% | 83 |
|
|
2020
Q4 | $2.37M | Sell |
15,448
-390
| -2% | -$59.8K | 0.33% | 78 |
|
|
2020
Q3 | $2.09M | Sell |
15,838
-826
| -5% | -$109K | 0.3% | 76 |
|
|
2020
Q2 | $2.1M | Buy |
16,664
+2,464
| +17% | +$311K | 0.38% | 70 |
|
|
2020
Q1 | $1.35M | Buy |
14,200
+881
| +7% | +$83.6K | 0.3% | 89 |
|
|
2019
Q4 | $1.59M | Sell |
13,319
-3,290
| -20% | -$392K | 0.28% | 91 |
|
|
2019
Q3 | $1.96M | Buy |
16,609
+2,307
| +16% | +$273K | 0.35% | 72 |
|
|
2019
Q2 | $1.77M | Sell |
14,302
-368
| -3% | -$45.5K | 0.33% | 75 |
|
|
2019
Q1 | $1.52M | Buy |
14,670
+4,015
| +38% | +$416K | 0.28% | 87 |
|
|
2018
Q4 | $1.05M | Buy |
10,655
+427
| +4% | +$42K | 0.21% | 110 |
|
|
2018
Q3 | $1.11M | Sell |
10,228
-359
| -3% | -$39K | 0.19% | 107 |
|
|
2018
Q2 | $1.22M | Sell |
10,587
-5,915
| -36% | -$681K | 0.23% | 103 |
|
|
2018
Q1 | $1.81M | Buy |
+16,502
| New | +$1.81M | 0.39% | 66 |
|