Simplicity 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 | $2.16M | Buy |
8,890
+2,487
| +39% | +$604K | 0.09% | 208 |
|
|
2025
Q1 | $1.55M | Buy |
+6,403
| New | +$1.55M | 0.12% | 186 |
|
|
2024
Q4 | – | Sell |
-3,953
| Closed | -$850K | – | 355 |
|
|
2024
Q3 | $850K | Sell |
3,953
-12,042
| -75% | -$2.59M | 0.08% | 220 |
|
|
2024
Q2 | $3.15M | Buy |
15,995
+98
| +0.6% | +$19.3K | 0.07% | 259 |
|
|
2024
Q1 | $3.26M | Buy |
15,897
+13,549
| +577% | +$2.78M | 0.08% | 256 |
|
|
2023
Q4 | $483K | Buy |
+2,348
| New | +$483K | 0.19% | 99 |
|