Quadrant 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
2023
Q4
Sell
-1,293
Closed -$232K 236
2023
Q3
$232K Sell
1,293
-146
-10% -$26.2K 0.08% 190
2023
Q2
$239K Hold
1,439
0.07% 215
2023
Q1
$212K Buy
+1,439
New +$212K 0.07% 228