Shore Point Advisors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $358K | Hold |
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|
2025
Q2 | $366K | Hold |
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|
2025
Q1 | $365K | Hold |
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|
2024
Q4 | $340K | Hold |
|
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|
2024
Q3 | $323K | Hold |
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|
2024
Q2 | $296K | Hold |
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|
2024
Q1 | $308K | Sell |
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|
2023
Q4 | $386K | Hold |
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|
2023
Q3 | $336K | Hold |
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|
2023
Q2 | $311K | Hold |
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|
2023
Q1 | $275K | Hold |
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|
2022
Q4 | $252K | Hold |
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|
2022
Q3 | $271K | Hold |
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|
2022
Q2 | $268K | Hold |
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|
2022
Q1 | $292K | Sell |
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|
2021
Q4 | $595K | Buy |
|