Summit Trail Advisors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Sell |
910
-129
| -12% | -$31.7K | ﹤0.01% | 1027 |
|
|
2025
Q1 | $253K | Buy |
+1,039
| New | +$253K | 0.01% | 348 |
|
|
2018
Q3 | – | Sell |
-1,165
| Closed | -$135K | – | 306 |
|
|
2018
Q2 | $135K | Buy |
+1,165
| New | +$135K | 0.05% | 174 |
|
|
2018
Q1 | – | Sell |
-13
| Closed | -$1K | – | 589 |
|
|
2017
Q4 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 1757 |
|