Stonehearth Capital 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 | $360K | Hold |
1,480
| – | – | 0.15% | 51 |
|
|
2025
Q1 | $359K | Hold |
1,480
| – | – | 0.15% | 49 |
|
|
2024
Q4 | $335K | Hold |
1,480
| – | – | 0.13% | 50 |
|
|
2024
Q3 | $318K | Sell |
1,480
-135
| -8% | -$29K | 0.13% | 51 |
|
|
2024
Q2 | $318K | Hold |
1,615
| – | – | 0.14% | 50 |
|
|
2024
Q1 | $331K | Hold |
1,615
| – | – | 0.15% | 47 |
|
|
2023
Q4 | $332K | Hold |
1,615
| – | – | 0.16% | 43 |
|
|
2023
Q3 | $289K | Sell |
1,615
-125
| -7% | -$22.4K | 0.16% | 45 |
|
|
2023
Q2 | $288K | Hold |
1,740
| – | – | 0.15% | 51 |
|
|
2023
Q1 | $255K | Hold |
1,740
| – | – | 0.14% | 56 |
|
|
2022
Q4 | $233K | Hold |
1,740
| – | – | 0.13% | 57 |
|
|
2022
Q3 | $251K | Hold |
1,740
| – | – | 0.15% | 49 |
|
|
2022
Q2 | $260K | Buy |
+1,740
| New | +$260K | 0.15% | 51 |
|