Sound Income Strategies’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $486 | Buy |
+2
| New | +$486 | ﹤0.01% | 1461 |
|
|
2025
Q1 | – | Sell |
-100
| Closed | -$22.6K | – | 1566 |
|
|
2024
Q4 | $22.6K | Buy |
+100
| New | +$22.6K | ﹤0.01% | 656 |
|
|
2023
Q1 | – | Sell |
-84
| Closed | -$11.3K | – | 1063 |
|
|
2022
Q4 | $11.3K | Buy |
+84
| New | +$11.3K | ﹤0.01% | 494 |
|