Mystic Asset Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $424K | Hold |
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|
2025
Q2 | $433K | Hold |
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|
2025
Q1 | $432K | Hold |
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|
2024
Q4 | $402K | Buy |
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|
2024
Q3 | $340K | Sell |
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|
2024
Q2 | $313K | Hold |
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|
2024
Q1 | $326K | Sell |
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|
2023
Q4 | $329K | Hold |
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|
2023
Q3 | $286K | Hold |
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|
2023
Q2 | $265K | Hold |
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|
2023
Q1 | $235K | Sell |
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|
2022
Q4 | $221K | Hold |
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|
2022
Q3 | $238K | Hold |
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|
2022
Q2 | $235K | Hold |
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|
2022
Q1 | $256K | Hold |
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|
2021
Q4 | $301K | Buy |
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