Nixon Peabody Trust’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,284
| Closed | -$290K | – | 155 |
|
|
2024
Q4 | $290K | Buy |
1,284
+9
| +0.7% | +$2.04K | 0.02% | 128 |
|
|
2024
Q3 | $274K | Sell |
1,275
-155
| -11% | -$33.3K | 0.02% | 122 |
|
|
2024
Q2 | $282K | Sell |
1,430
-498
| -26% | -$98.1K | 0.03% | 114 |
|
|
2024
Q1 | $395K | Buy |
1,928
+428
| +29% | +$87.7K | 0.04% | 100 |
|
|
2023
Q4 | $309K | Hold |
1,500
| – | – | 0.03% | 104 |
|
|
2023
Q3 | $269K | Buy |
+1,500
| New | +$269K | 0.22% | 66 |
|