TD Private Client Wealth’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $634K | Sell |
2,609
-305
| -10% | -$74.1K | 0.02% | 436 |
|
|
2025
Q1 | $707K | Buy |
2,914
+134
| +5% | +$32.5K | 0.02% | 389 |
|
|
2024
Q4 | $629K | Hold |
2,780
| – | – | 0.02% | 424 |
|
|
2024
Q3 | $598K | Sell |
2,780
-44
| -2% | -$9.46K | 0.02% | 434 |
|
|
2024
Q2 | $556K | Buy |
2,824
+94
| +3% | +$18.5K | 0.02% | 420 |
|
|
2024
Q1 | $559K | Sell |
2,730
-615
| -18% | -$126K | 0.02% | 438 |
|
|
2023
Q4 | $688K | Sell |
3,345
-305
| -8% | -$62.8K | 0.02% | 388 |
|
|
2023
Q3 | $654K | Buy |
3,650
+111
| +3% | +$19.9K | 0.03% | 377 |
|
|
2023
Q2 | $586K | Sell |
3,539
-85
| -2% | -$14.1K | 0.03% | 417 |
|
|
2023
Q1 | $531K | Buy |
3,624
+613
| +20% | +$89.8K | 0.02% | 421 |
|
|
2022
Q4 | $404K | Sell |
3,011
-108
| -3% | -$14.5K | 0.02% | 452 |
|
|
2022
Q3 | $450K | Sell |
3,119
-38
| -1% | -$5.48K | 0.02% | 417 |
|
|
2022
Q2 | $450K | Sell |
3,157
-240
| -7% | -$34.2K | 0.02% | 421 |
|
|
2022
Q1 | $529K | Buy |
3,397
+182
| +6% | +$28.3K | 0.02% | 414 |
|
|
2021
Q4 | $588K | Sell |
3,215
-308
| -9% | -$56.3K | 0.02% | 399 |
|
|
2021
Q3 | $587K | Sell |
3,523
-155
| -4% | -$25.8K | 0.03% | 386 |
|
|
2021
Q2 | $594K | Sell |
3,678
-19
| -0.5% | -$3.07K | 0.03% | 389 |
|
|
2021
Q1 | $566K | Buy |
3,697
+37
| +1% | +$5.67K | 0.03% | 370 |
|
|
2020
Q4 | $561K | Sell |
3,660
-1,029
| -22% | -$158K | 0.03% | 366 |
|
|
2020
Q3 | $619K | Buy |
4,689
+9
| +0.2% | +$1.19K | 0.03% | 336 |
|
|
2020
Q2 | $591K | Sell |
4,680
-1,116
| -19% | -$141K | 0.03% | 339 |
|
|
2020
Q1 | $550K | Buy |
5,796
+316
| +6% | +$30K | 0.04% | 313 |
|
|
2019
Q4 | $677K | Buy |
+5,480
| New | +$677K | 0.04% | 315 |
|