TrinityPoint Wealth’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $891K | Buy |
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|
2024
Q3 | $846K | Sell |
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|
2024
Q2 | $796K | Sell |
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|
2024
Q1 | $852K | Buy |
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|
2023
Q4 | $841K | Buy |
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|
2023
Q3 | $732K | Buy |
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|
2023
Q2 | $677K | Buy |
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|
2023
Q1 | $595K | Buy |
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|
2022
Q4 | $537K | Buy |
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|
2022
Q3 | $546K | Buy |
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|
2022
Q2 | $509K | Buy |
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|
2022
Q1 | $544K | Buy |
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|
2021
Q4 | $623K | Sell |
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|
2021
Q3 | $571K | Buy |
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|
2021
Q2 | $542K | Buy |
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|
2021
Q1 | $504K | Buy |
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|
2020
Q4 | $493K | Buy |
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|
2020
Q3 | $426K | Sell |
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|
2020
Q2 | $415K | Sell |
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|
2020
Q1 | $316K | Buy |
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|
2019
Q4 | $371K | Buy |
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|
2019
Q3 | $369K | Buy |
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|
2019
Q2 | $379K | Sell |
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|
2019
Q1 | $294K | Sell |
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|
2018
Q4 | $372K | Buy |
|