Tradition Wealth Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,011
| Closed | -$217K | – | 426 |
|
|
2024
Q3 | $217K | Buy |
+1,011
| New | +$217K | 0.02% | 382 |
|
|
2024
Q2 | – | Sell |
-1,006
| Closed | -$206K | – | 405 |
|
|
2024
Q1 | $206K | Buy |
1,006
+2
| +0.2% | +$410 | 0.02% | 370 |
|
|
2023
Q4 | $207K | Buy |
1,004
+2
| +0.2% | +$412 | 0.02% | 319 |
|
|
2023
Q3 | $179K | Buy |
1,002
+2
| +0.2% | +$357 | 0.02% | 323 |
|
|
2023
Q2 | $166K | Buy |
1,000
+28
| +3% | +$4.65K | 0.02% | 338 |
|
|
2023
Q1 | $142K | Buy |
972
+879
| +945% | +$128K | 0.02% | 354 |
|
|
2022
Q4 | $12K | Buy |
93
+3
| +3% | +$387 | ﹤0.01% | 859 |
|
|
2022
Q3 | $13K | Hold |
90
| – | – | ﹤0.01% | 859 |
|
|
2022
Q2 | $13K | Hold |
90
| – | – | ﹤0.01% | 751 |
|
|
2022
Q1 | $14K | Sell |
90
-3
| -3% | -$467 | ﹤0.01% | 804 |
|
|
2021
Q4 | $17K | Buy |
93
+3
| +3% | +$548 | ﹤0.01% | 766 |
|
|
2021
Q3 | $15K | Hold |
90
| – | – | ﹤0.01% | 788 |
|
|
2021
Q2 | $15K | Hold |
90
| – | – | ﹤0.01% | 824 |
|
|
2021
Q1 | $14K | Hold |
90
| – | – | ﹤0.01% | 703 |
|
|
2020
Q4 | $14K | Buy |
+90
| New | +$14K | ﹤0.01% | 655 |
|