Ropes Wealth Advisors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $743K | Sell |
|
|||||
|
2023
Q2 | $717K | Hold |
|
|||||
|
2023
Q1 | $634K | Buy |
|
|||||
|
2022
Q4 | $571K | Buy |
|
|||||
|
2022
Q3 | $587K | Hold |
|
|||||
|
2022
Q2 | $580K | Hold |
|
|||||
|
2022
Q1 | $634K | Sell |
|
|||||
|
2021
Q4 | $761K | Hold |
|
|||||
|
2021
Q3 | $694K | Buy |
|
|||||
|
2021
Q2 | $666K | Buy |
|
|||||
|
2021
Q1 | $662K | Hold |
|
|||||
|
2020
Q4 | $619K | Hold |
|
|||||
|
2020
Q3 | $533K | Hold |
|
|||||
|
2020
Q2 | $510K | Buy |
|
|||||
|
2020
Q1 | $348K | Hold |
|
|||||
|
2019
Q4 | $453K | Hold |
|
|||||
|
2019
Q3 | $457K | Hold |
|
|||||
|
2019
Q2 | $469K | Buy |
|
|||||
|
2019
Q1 | $351K | Hold |
|
|||||
|
2018
Q4 | $326K | Hold |
|
|||||
|
2018
Q3 | $447K | Sell |
|
|||||
|
2018
Q2 | $392K | Hold |
|
|||||
|
2018
Q1 | $373K | Sell |
|
|||||
|
2017
Q4 | $315K | Buy |
|
|||||
|
2017
Q3 | $280K | Buy |
|
|||||
|
2017
Q2 | $256K | Hold |
|
|||||
|
2017
Q1 | $230K | Buy |
|
|||||
|
2016
Q4 | $193K | Hold |
|
|||||
|
2016
Q3 | $197K | Hold |
|
|||||
|
2016
Q2 | $189K | Hold |
|
|||||
|
2016
Q1 | $172K | Hold |
|
|||||
|
2015
Q4 | $156K | Hold |
|
|||||
|
2015
Q3 | $161K | Hold |
|
|||||
|
2015
Q2 | $145K | Sell |
|
|||||
|
2015
Q1 | $174K | Buy |
|