RWA Wealth Partners’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.03M | Hold |
8,354
| – | – | 0.03% | 247 |
|
|
2025
Q1 | $2.03M | Sell |
8,354
-2,726
| -25% | -$661K | 0.03% | 245 |
|
|
2024
Q4 | $2.51M | Buy |
11,080
+4,215
| +61% | +$953K | 0.03% | 221 |
|
|
2024
Q3 | $1.48M | Sell |
6,865
-1
| -0% | -$215 | 0.02% | 275 |
|
|
2024
Q2 | $1.35M | Buy |
6,866
+1
| +0% | +$197 | 0.02% | 273 |
|
|
2024
Q1 | $1.41M | Buy |
6,865
+7
| +0.1% | +$1.43K | 0.02% | 269 |
|
|
2023
Q4 | $1.41M | Buy |
+6,858
| New | +$1.41M | 0.02% | 259 |
|
|
2018
Q3 | – | Sell |
-526
| Closed | -$61K | – | 289 |
|
|
2018
Q2 | $61K | Hold |
526
| – | – | 0.01% | 376 |
|
|
2018
Q1 | $58K | Buy |
+526
| New | +$58K | 0.01% | 319 |
|