Nicolet Advisory Services’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $241K | Sell |
986
-8
| -0.8% | -$1.96K | 0.02% | 354 |
|
|
2025
Q1 | $227K | Sell |
994
-16
| -2% | -$3.65K | 0.02% | 338 |
|
|
2024
Q4 | $224K | Buy |
1,010
+46
| +5% | +$10.2K | 0.02% | 348 |
|
|
2024
Q3 | $207K | Sell |
964
-51
| -5% | -$11K | 0.02% | 356 |
|
|
2024
Q2 | $204K | Sell |
1,015
-4
| -0.4% | -$802 | 0.02% | 346 |
|
|
2024
Q1 | $211K | Sell |
1,019
-121
| -11% | -$25.1K | 0.02% | 329 |
|
|
2023
Q4 | $224K | Buy |
+1,140
| New | +$224K | 0.02% | 294 |
|
|
2023
Q3 | – | Sell |
-1,241
| Closed | -$203K | – | 317 |
|
|
2023
Q2 | $203K | Buy |
+1,241
| New | +$203K | 0.02% | 296 |
|