QSV Equity Investors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $332K | Hold |
1,368
| – | – | 0.35% | 70 |
|
|
2025
Q1 | $332K | Sell |
1,368
-9
| -0.7% | -$2.18K | 0.34% | 66 |
|
|
2024
Q4 | $311K | Buy |
1,377
+5
| +0.4% | +$1.13K | 0.3% | 69 |
|
|
2024
Q3 | $295K | Hold |
1,372
| – | – | 0.28% | 75 |
|
|
2024
Q2 | $270K | Sell |
1,372
-216
| -14% | -$42.6K | 0.28% | 72 |
|
|
2024
Q1 | $325K | Sell |
1,588
-1,078
| -40% | -$221K | 0.31% | 77 |
|
|
2023
Q4 | $549K | Buy |
+2,666
| New | +$549K | 0.53% | 62 |
|