Sugarloaf Wealth Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3.91M | Buy |
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|
2024
Q3 | $3.72M | Buy |
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|
2024
Q2 | $3.34M | Buy |
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|
2024
Q1 | $3.43M | Buy |
|
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|
2023
Q4 | $3.22M | Buy |
|
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|
2023
Q3 | $2.72M | Sell |
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|
2023
Q2 | $2.9M | Buy |
|
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|
2023
Q1 | $2.49M | Buy |
|
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|
2022
Q4 | $2.23M | Buy |
|
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|
2022
Q3 | $2.26M | Buy |
|
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|
2022
Q2 | $2.17M | Buy |
|
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|
2022
Q1 | $2.16M | Buy |
|
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|
2021
Q4 | $2.25M | Buy |
|
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|
2021
Q3 | $1.91M | Buy |
|
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|
2021
Q2 | $1.74M | Buy |
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|
2021
Q1 | $1.55K | Sell |
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|
2020
Q4 | $1.64M | Buy |
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|
2020
Q3 | $1.38M | Sell |
|
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|
2020
Q2 | $1.31M | Buy |
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|
2020
Q1 | $943K | Buy |
|
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|
2019
Q4 | $621K | Buy |
|