Traphagen Investment 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 | $351K | Hold |
1,444
| – | – | 0.03% | 138 |
|
|
2025
Q1 | $350K | Buy |
1,444
+117
| +9% | +$28.4K | 0.04% | 130 |
|
|
2024
Q4 | $300K | Hold |
1,327
| – | – | 0.03% | 137 |
|
|
2024
Q3 | $285K | Hold |
1,327
| – | – | 0.03% | 137 |
|
|
2024
Q2 | $261K | Buy |
1,327
+1
| +0.1% | +$197 | 0.03% | 138 |
|
|
2024
Q1 | $272K | Buy |
1,326
+72
| +6% | +$14.8K | 0.03% | 144 |
|
|
2023
Q4 | $258K | Hold |
1,254
| – | – | 0.03% | 143 |
|
|
2023
Q3 | $225K | Hold |
1,254
| – | – | 0.03% | 141 |
|
|
2023
Q2 | $208K | Buy |
+1,254
| New | +$208K | 0.03% | 150 |
|