True Wealth Design’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $57.4K | Buy |
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|
2025
Q2 | $44.2K | Buy |
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|
2025
Q1 | $43.4K | Buy |
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|
2024
Q4 | $33.9K | Buy |
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|
2024
Q3 | $32K | Buy |
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|
2024
Q2 | $1.38K | Buy |
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|
2024
Q1 | $1.02K | Buy |
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|
2023
Q4 | $618 | Hold |
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|
2023
Q3 | $538 | Hold |
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|
2023
Q2 | $497 | Hold |
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|
2023
Q1 | $440 | Hold |
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|
2022
Q4 | $402 | Buy |
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