Nilsine Partners’s Broadridge BR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$289K Sell
1,190
-37
-3% -$8.99K 0.03% 319
2025
Q1
$297K Sell
1,227
-20
-2% -$4.85K 0.03% 303
2024
Q4
$282K Buy
1,247
+190
+18% +$43K 0.03% 323
2024
Q3
$227K Sell
1,057
-1
-0.1% -$215 0.03% 318
2024
Q2
$208K Sell
1,058
-59
-5% -$11.6K 0.03% 316
2024
Q1
$229K Sell
1,117
-474
-30% -$97.1K 0.03% 312
2023
Q4
$327K Sell
1,591
-1,875
-54% -$386K 0.05% 255
2023
Q3
$621K Sell
3,466
-87
-2% -$15.6K 0.09% 199
2023
Q2
$588K Buy
3,553
+19
+0.5% +$3.15K 0.09% 213
2023
Q1
$518K Buy
+3,534
New +$518K 0.08% 225