Riverview Trust Company’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4
| Closed | -$904 | – | 627 |
|
|
2024
Q4 | $904 | Hold |
4
| – | – | ﹤0.01% | 653 |
|
|
2024
Q3 | $860 | Buy |
+4
| New | +$860 | ﹤0.01% | 662 |
|
|
2022
Q4 | – | Sell |
-189
| Closed | -$27K | – | 729 |
|
|
2022
Q3 | $27K | Hold |
189
| – | – | 0.03% | 299 |
|
|
2022
Q2 | $27K | Hold |
189
| – | – | 0.02% | 307 |
|
|
2022
Q1 | $29K | Buy |
+189
| New | +$29K | 0.02% | 328 |
|