River Wealth 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 | $227K | Hold |
935
| – | – | 0.03% | 192 |
|
|
2025
Q1 | $227K | Sell |
935
-70
| -7% | -$17K | 0.03% | 192 |
|
|
2024
Q4 | $227K | Hold |
1,005
| – | – | 0.03% | 200 |
|
|
2024
Q3 | $216K | Buy |
+1,005
| New | +$216K | 0.03% | 203 |
|
|
2024
Q2 | – | Sell |
-1,215
| Closed | -$249K | – | 194 |
|
|
2024
Q1 | $249K | Sell |
1,215
-115
| -9% | -$23.6K | 0.04% | 182 |
|
|
2023
Q4 | $274K | Sell |
1,330
-62
| -4% | -$12.8K | 0.04% | 179 |
|
|
2023
Q3 | $249K | Sell |
1,392
-29
| -2% | -$5.19K | 0.04% | 180 |
|
|
2023
Q2 | $235K | Sell |
1,421
-18
| -1% | -$2.98K | 0.04% | 193 |
|
|
2023
Q1 | $211K | Buy |
+1,439
| New | +$211K | 0.04% | 199 |
|
|
2022
Q4 | – | Sell |
-1,509
| Closed | -$218K | – | 208 |
|
|
2022
Q3 | $218K | Hold |
1,509
| – | – | 0.05% | 188 |
|
|
2022
Q2 | $215K | Hold |
1,509
| – | – | 0.04% | 205 |
|
|
2022
Q1 | $235K | Buy |
1,509
+35
| +2% | +$5.45K | 0.04% | 210 |
|
|
2021
Q4 | $269K | Buy |
1,474
+65
| +5% | +$11.9K | 0.04% | 201 |
|
|
2021
Q3 | $235K | Hold |
1,409
| – | – | 0.04% | 202 |
|
|
2021
Q2 | $228K | Hold |
1,409
| – | – | 0.04% | 200 |
|
|
2021
Q1 | $216K | Buy |
+1,409
| New | +$216K | 0.04% | 201 |
|
|
2019
Q1 | – | Sell |
-99
| Closed | -$10K | – | 189 |
|
|
2018
Q4 | $10K | Hold |
99
| – | – | ﹤0.01% | 417 |
|
|
2018
Q3 | $13K | Hold |
99
| – | – | ﹤0.01% | 427 |
|
|
2018
Q2 | $11K | Buy |
+99
| New | +$11K | ﹤0.01% | 436 |
|