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Platform Technology Partners’s Broadridge BR Stock Holding History

Platform Technology Partners’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-3,154
Closed -$621K – 225
2024
Q2 		$621K Buy
+3,154
New +$626K 0.21% 101
2023
Q4 		$626K Hold
3,166
– – 0.24% 95
2023
Q3 		$567K Hold
3,166
– – 0.27% 92
2023
Q2 		$527K Hold
3,166
– – 0.25% 98
2023
Q1 		$464K Sell
3,166
-400
-11% -$57.2K 0.23% 102
2022
Q4 		$478K Hold
3,566
– – 0.25% 101
2022
Q3 		$515K Buy
3,566
+26
+0.7% +$4.22K 0.29% 92
2022
Q2 		$505K Hold
3,540
– – 0.28% 97
2022
Q1 		$551K Hold
3,540
– – 0.26% 101
2021
Q4 		$647K Hold
3,540
– – 0.28% 92
2021
Q3 		$590K Sell
3,540
-8,159
-70% -$1.39M 0.27% 100
2021
Q2 		$1.89M Buy
+11,699
New +$1.87M 0.78% 23
2020
Q4 		$2.08M Sell
13,544
-32
-0.2% -$4.64K 1.01% 15
2020
Q3 		$1.79M Sell
13,576
-175
-1% -$23.4K 1.1% 17
2020
Q2 		$1.74M Sell
13,751
-56
-0.4% -$6.49K 1.22% 16
2020
Q1 		$1.31M Buy
13,807
+6,810
+97% +$777K 1.19% 16
2019
Q4 		$864K Buy
+6,997
New +$856K 0.65% 40

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