Personal CFO Solutions’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217K | Sell |
893
-15
| -2% | -$3.65K | 0.04% | 445 |
|
|
2025
Q1 | $220K | Sell |
908
-33
| -4% | -$8K | 0.04% | 405 |
|
|
2024
Q4 | $213K | Sell |
941
-162
| -15% | -$36.6K | 0.04% | 431 |
|
|
2024
Q3 | $237K | Sell |
1,103
-56
| -5% | -$12K | 0.03% | 487 |
|
|
2024
Q2 | $228K | Sell |
1,159
-39
| -3% | -$7.68K | 0.04% | 463 |
|
|
2024
Q1 | $246K | Sell |
1,198
-19
| -2% | -$3.9K | 0.04% | 453 |
|
|
2023
Q4 | $251K | Sell |
1,217
-24
| -2% | -$4.94K | 0.04% | 421 |
|
|
2023
Q3 | $222K | Buy |
+1,241
| New | +$222K | 0.04% | 408 |
|