Rise 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 | $13.2K | Hold |
54
| – | – | 0.01% | 825 |
|
|
2025
Q1 | $13.1K | Sell |
54
-12
| -18% | -$2.91K | 0.01% | 793 |
|
|
2024
Q4 | $14.9K | Buy |
66
+2
| +3% | +$451 | 0.01% | 832 |
|
|
2024
Q3 | $13.7K | Buy |
64
+1
| +2% | +$213 | 0.01% | 916 |
|
|
2024
Q2 | $12.5K | Hold |
63
| – | – | 0.01% | 917 |
|
|
2024
Q1 | $12.9K | Buy |
+63
| New | +$12.9K | 0.01% | 958 |
|