UW
Unique Wealth’s Broadridge BR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $718K | Buy |
2,952
+214
| +8% | +$52K | 0.12% | 95 |
|
|
2025
Q1 | $664K | Buy |
2,738
+730
| +36% | +$177K | 0.13% | 92 |
|
|
2024
Q4 | $454K | Buy |
2,008
+404
| +25% | +$91.3K | 0.09% | 92 |
|
|
2024
Q3 | $345K | Buy |
1,604
+95
| +6% | +$20.4K | 0.08% | 91 |
|
|
2024
Q2 | $297K | Buy |
1,509
+48
| +3% | +$9.46K | 0.08% | 76 |
|
|
2024
Q1 | $299K | Buy |
1,461
+205
| +16% | +$42K | 0.08% | 77 |
|
|
2023
Q4 | $258K | Sell |
1,256
-33
| -3% | -$6.79K | 0.08% | 74 |
|
|
2023
Q3 | $231K | Buy |
+1,289
| New | +$231K | 0.1% | 75 |
|