Triangle Securities Wealth 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 | $784K | Buy |
+3,226
| New | +$784K | 0.19% | 117 |
|
|
2021
Q2 | – | Sell |
-6,937
| Closed | -$1.06M | – | 176 |
|
|
2021
Q1 | $1.06M | Hold |
6,937
| – | – | 0.38% | 81 |
|
|
2020
Q4 | $1.06M | Buy |
6,937
+60
| +0.9% | +$9.19K | 0.42% | 78 |
|
|
2020
Q3 | $908K | Sell |
6,877
-125
| -2% | -$16.5K | 0.41% | 77 |
|
|
2020
Q2 | $884K | Buy |
7,002
+701
| +11% | +$88.5K | 0.42% | 72 |
|
|
2020
Q1 | $598K | Buy |
+6,301
| New | +$598K | 0.34% | 88 |
|