Novak & Powell Financial 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 | $280K | Hold |
1,152
| – | – | 0.19% | 110 |
|
|
2025
Q1 | $279K | Hold |
1,152
| – | – | 0.17% | 115 |
|
|
2024
Q4 | $261K | Hold |
1,152
| – | – | 0.16% | 119 |
|
|
2024
Q3 | $248K | Buy |
1,152
+3
| +0.3% | +$645 | 0.14% | 136 |
|
|
2024
Q2 | $226K | Buy |
+1,149
| New | +$226K | 0.14% | 132 |
|
|
2024
Q1 | – | Sell |
-1,142
| Closed | -$235K | – | 147 |
|
|
2023
Q4 | $235K | Buy |
+1,142
| New | +$235K | 0.16% | 118 |
|