Portside Wealth Group’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $514K | Sell |
2,117
-56
| -3% | -$13.6K | 0.08% | 239 |
|
|
2025
Q1 | $527K | Buy |
2,173
+196
| +10% | +$47.5K | 0.09% | 218 |
|
|
2024
Q4 | $447K | Buy |
1,977
+125
| +7% | +$28.3K | 0.07% | 247 |
|
|
2024
Q3 | $398K | Buy |
1,852
+248
| +15% | +$53.3K | 0.07% | 251 |
|
|
2024
Q2 | $316K | Sell |
1,604
-35
| -2% | -$6.9K | 0.06% | 268 |
|
|
2024
Q1 | $336K | Buy |
1,639
+127
| +8% | +$26K | 0.06% | 258 |
|
|
2023
Q4 | $311K | Buy |
1,512
+42
| +3% | +$8.64K | 0.06% | 261 |
|
|
2023
Q3 | $263K | Sell |
1,470
-223
| -13% | -$39.9K | 0.05% | 266 |
|
|
2023
Q2 | $280K | Buy |
+1,693
| New | +$280K | 0.05% | 265 |
|