True Wealth Design’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44.2K | Buy |
182
+3
| +2% | +$729 | 0.02% | 218 |
|
|
2025
Q1 | $43.4K | Buy |
179
+29
| +19% | +$7.03K | 0.02% | 211 |
|
|
2024
Q4 | $33.9K | Buy |
150
+1
| +0.7% | +$226 | 0.01% | 237 |
|
|
2024
Q3 | $32K | Buy |
149
+142
| +2,029% | +$30.5K | 0.01% | 227 |
|
|
2024
Q2 | $1.38K | Buy |
7
+2
| +40% | +$394 | ﹤0.01% | 443 |
|
|
2024
Q1 | $1.03K | Buy |
5
+2
| +67% | +$410 | ﹤0.01% | 462 |
|
|
2023
Q4 | $618 | Hold |
3
| – | – | ﹤0.01% | 425 |
|
|
2023
Q3 | $538 | Hold |
3
| – | – | ﹤0.01% | 414 |
|
|
2023
Q2 | $497 | Hold |
3
| – | – | ﹤0.01% | 443 |
|
|
2023
Q1 | $440 | Hold |
3
| – | – | ﹤0.01% | 555 |
|
|
2022
Q4 | $402 | Buy |
+3
| New | +$402 | ﹤0.01% | 512 |
|