Tortoise Investment Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.67K | Buy |
11
+4
| +57% | +$972 | ﹤0.01% | 735 |
|
|
2025
Q1 | $1.7K | Hold |
7
| – | – | ﹤0.01% | 720 |
|
|
2024
Q4 | $1.58K | Hold |
7
| – | – | ﹤0.01% | 770 |
|
|
2024
Q3 | $1.51K | Hold |
7
| – | – | ﹤0.01% | 785 |
|
|
2024
Q2 | $1.38K | Hold |
7
| – | – | ﹤0.01% | 798 |
|
|
2024
Q1 | $1.43K | Buy |
+7
| New | +$1.43K | ﹤0.01% | 791 |
|