Spotlight Asset Group’s Broadridge BR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$443K Buy
2,249
+326
+17% +$64.2K 0.31% 50
2024
Q1
$394K Buy
1,923
+824
+75% +$169K 0.28% 50
2023
Q4
$197K Hold
1,099
0.18% 59
2023
Q3
$197K Buy
1,099
+229
+26% +$41K 0.18% 59
2023
Q2
$144K Buy
+870
New +$144K 0.13% 75