Rational Advisors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.75K | Buy |
+36
| New | +$8.75K | ﹤0.01% | 182 |
|
|
2020
Q4 | – | Sell |
-185
| Closed | -$25K | – | 255 |
|
|
2020
Q3 | $25K | Sell |
185
-4,336
| -96% | -$586K | 0.01% | 216 |
|
|
2020
Q2 | $571K | Buy |
+4,521
| New | +$571K | 0.3% | 107 |
|
|
2019
Q2 | – | Sell |
-22,835
| Closed | -$2.37M | – | 559 |
|
|
2019
Q1 | $2.37M | Buy |
+22,835
| New | +$2.37M | 0.64% | 51 |
|
|
2017
Q1 | – | Sell |
-3,900
| Closed | -$259K | – | 249 |
|
|
2016
Q4 | $259K | Buy |
+3,900
| New | +$259K | 0.25% | 109 |
|