Seaside Wealth Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $267K | Buy |
1,098
+24
| +2% | +$5.83K | 0.08% | 60 |
|
|
2025
Q1 | $260K | Sell |
1,074
-81
| -7% | -$19.6K | 0.09% | 54 |
|
|
2024
Q4 | $261K | Buy |
1,155
+5
| +0.4% | +$1.13K | 0.1% | 50 |
|
|
2024
Q3 | $247K | Buy |
1,150
+5
| +0.4% | +$1.08K | 0.09% | 54 |
|
|
2024
Q2 | $226K | Buy |
1,145
+4
| +0.4% | +$788 | 0.09% | 55 |
|
|
2024
Q1 | $234K | Buy |
1,141
+5
| +0.4% | +$1.02K | 0.1% | 50 |
|
|
2023
Q4 | $234K | Buy |
1,136
+5
| +0.4% | +$1.03K | 0.11% | 49 |
|
|
2023
Q3 | $203K | Buy |
+1,131
| New | +$203K | 0.1% | 50 |
|