Smartleaf Asset 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 | $142K | Sell |
594
-153
| -20% | -$36.6K | 0.01% | 707 |
|
|
2025
Q1 | $177K | Buy |
747
+49
| +7% | +$11.6K | 0.02% | 608 |
|
|
2024
Q4 | $157K | Buy |
698
+192
| +38% | +$43.3K | 0.02% | 636 |
|
|
2024
Q3 | $107K | Buy |
506
+257
| +103% | +$54.5K | 0.01% | 691 |
|
|
2024
Q2 | $49.6K | Buy |
249
+59
| +31% | +$11.8K | 0.01% | 743 |
|
|
2024
Q1 | $38.7K | Buy |
+190
| New | +$38.7K | 0.01% | 736 |
|