Strategic Investment Solutions’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.29K | Hold |
30
| – | – | ﹤0.01% | 395 |
|
|
2025
Q1 | $7.28K | Hold |
30
| – | – | ﹤0.01% | 407 |
|
|
2024
Q4 | $6.78K | Hold |
30
| – | – | ﹤0.01% | 429 |
|
|
2024
Q3 | $6.45K | Hold |
30
| – | – | ﹤0.01% | 408 |
|
|
2024
Q2 | $4.59K | Buy |
+30
| New | +$4.59K | ﹤0.01% | 428 |
|
|
2023
Q4 | $6.17K | Sell |
30
-1,860
| -98% | -$383K | ﹤0.01% | 828 |
|
|
2023
Q3 | $335K | Buy |
1,890
+1,860
| +6,200% | +$329K | ﹤0.01% | 446 |
|
|
2023
Q2 | $4.47K | Hold |
30
| – | – | ﹤0.01% | 669 |
|
|
2023
Q1 | $4.4K | Buy |
+30
| New | +$4.4K | ﹤0.01% | 769 |
|