Phillips Wealth Planners’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 |
-1,147
| Closed | -$254K | – | 177 |
|
|
2024
Q4 | $254K | Sell |
1,147
-4
| -0.3% | -$886 | 0.25% | 138 |
|
|
2024
Q3 | $252K | Sell |
1,151
-18
| -2% | -$3.95K | 0.24% | 153 |
|
|
2024
Q2 | $234K | Sell |
1,169
-68
| -5% | -$13.6K | 0.25% | 154 |
|
|
2024
Q1 | $239K | Sell |
1,237
-22
| -2% | -$4.26K | 0.28% | 145 |
|
|
2023
Q4 | $253K | Sell |
1,259
-28
| -2% | -$5.63K | 0.31% | 126 |
|
|
2023
Q3 | $226K | Sell |
1,287
-5
| -0.4% | -$879 | 0.31% | 126 |
|
|
2023
Q2 | $214K | Buy |
+1,292
| New | +$214K | 0.28% | 136 |
|