Pathstone Family Office’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.5M | Buy |
|
|||||
|
2023
Q2 | $731K | Buy |
|
|||||
|
2023
Q1 | $471K | Sell |
|
|||||
|
2022
Q4 | $1.29M | Buy |
|
|||||
|
2022
Q3 | $1.65M | Buy |
|
|||||
|
2022
Q2 | $424K | Buy |
|
|||||
|
2022
Q1 | $304K | Sell |
|
|||||
|
2021
Q4 | $362K | Buy |
|
|||||
|
2021
Q3 | $269K | Buy |
|
|||||
|
2021
Q2 | $243K | Buy |
|
|||||
|
2019
Q4 | – | Sell |
|
|||||
|
2019
Q3 | $34K | Buy |
|
|||||
|
2019
Q2 | $35K | Buy |
|
|||||
|
2019
Q1 | $23K | Buy |
|