Signal Advisors Wealth’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.67M | Buy |
23,339
+1,803
| +8% | +$438K | 0.44% | 59 |
|
|
2025
Q1 | $5.22M | Buy |
21,536
+3,340
| +18% | +$810K | 0.51% | 52 |
|
|
2024
Q4 | $4.13M | Buy |
18,196
+3,699
| +26% | +$840K | 0.47% | 64 |
|
|
2024
Q3 | $3.12M | Buy |
+14,497
| New | +$3.12M | 0.45% | 59 |
|
|
2024
Q2 | – | Sell |
-4,500
| Closed | -$922K | – | 97 |
|
|
2024
Q1 | $922K | Buy |
4,500
+2,273
| +102% | +$466K | 0.23% | 96 |
|
|
2023
Q4 | $460K | Buy |
+2,227
| New | +$460K | 0.16% | 127 |
|