Simon Quick Advisors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226K | Sell |
928
-25
| -3% | -$6.08K | 0.01% | 718 |
|
|
2025
Q1 | $231K | Buy |
+953
| New | +$231K | 0.01% | 513 |
|
|
2020
Q3 | – | Sell |
-43
| Closed | -$5K | – | 451 |
|
|
2020
Q2 | $5K | Hold |
43
| – | – | ﹤0.01% | 354 |
|
|
2020
Q1 | $4K | Buy |
43
+28
| +187% | +$2.61K | ﹤0.01% | 354 |
|
|
2019
Q4 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 581 |
|