PFG Private Wealth Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-246
| Closed | -$52.9K | – | 242 |
|
|
2024
Q3 | $52.9K | Hold |
246
| – | – | 0.03% | 93 |
|
|
2024
Q2 | $48.5K | Hold |
246
| – | – | 0.03% | 95 |
|
|
2024
Q1 | $50.4K | Hold |
246
| – | – | 0.03% | 88 |
|
|
2023
Q4 | $50.6K | Hold |
246
| – | – | 0.03% | 81 |
|
|
2023
Q3 | $44K | Hold |
246
| – | – | 0.03% | 96 |
|
|
2023
Q2 | $40.7K | Hold |
246
| – | – | 0.02% | 157 |
|
|
2023
Q1 | $36.1K | Hold |
246
| – | – | 0.02% | 159 |
|
|
2022
Q4 | $33K | Hold |
246
| – | – | 0.02% | 155 |
|
|
2022
Q3 | $36K | Hold |
246
| – | – | 0.02% | 146 |
|
|
2022
Q2 | $35K | Hold |
246
| – | – | 0.02% | 164 |
|
|
2022
Q1 | $38K | Hold |
246
| – | – | 0.02% | 159 |
|
|
2021
Q4 | $45K | Hold |
246
| – | – | 0.02% | 158 |
|
|
2021
Q3 | $41K | Buy |
+246
| New | +$41K | 0.02% | 150 |
|