TD Private Client Wealth’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $564K | Sell |
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|
2025
Q2 | $634K | Sell |
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|
2025
Q1 | $707K | Buy |
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|
2024
Q4 | $629K | Hold |
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|
2024
Q3 | $598K | Sell |
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|
2024
Q2 | $556K | Buy |
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|
2024
Q1 | $559K | Sell |
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|
2023
Q4 | $688K | Sell |
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|
2023
Q3 | $654K | Buy |
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|
2023
Q2 | $586K | Sell |
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|
2023
Q1 | $531K | Buy |
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|
2022
Q4 | $404K | Sell |
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|
2022
Q3 | $450K | Sell |
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|
2022
Q2 | $450K | Sell |
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|
2022
Q1 | $529K | Buy |
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|
2021
Q4 | $588K | Sell |
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|
2021
Q3 | $587K | Sell |
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|
2021
Q2 | $594K | Sell |
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|
2021
Q1 | $566K | Buy |
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|
2020
Q4 | $561K | Sell |
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|
2020
Q3 | $619K | Buy |
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|
2020
Q2 | $591K | Sell |
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|
2020
Q1 | $550K | Buy |
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|
2019
Q4 | $677K | Buy |
|