Valley Wealth Managers’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.6K | Hold |
52
| – | – | ﹤0.01% | 236 |
|
|
2025
Q1 | $12.6K | Hold |
52
| – | – | ﹤0.01% | 264 |
|
|
2024
Q4 | $11.8K | Hold |
52
| – | – | ﹤0.01% | 280 |
|
|
2024
Q3 | $11.2K | Hold |
52
| – | – | ﹤0.01% | 284 |
|
|
2024
Q2 | $10.2K | Hold |
52
| – | – | ﹤0.01% | 286 |
|
|
2024
Q1 | $10.7K | Hold |
52
| – | – | ﹤0.01% | 256 |
|
|
2023
Q4 | $10.7K | Hold |
52
| – | – | ﹤0.01% | 268 |
|
|
2023
Q3 | $9.31K | Hold |
52
| – | – | ﹤0.01% | 290 |
|
|
2023
Q2 | $8.61K | Hold |
52
| – | – | ﹤0.01% | 278 |
|
|
2023
Q1 | $7.62K | Hold |
52
| – | – | ﹤0.01% | 295 |
|
|
2022
Q4 | $6.98K | Sell |
52
-100
| -66% | -$13.4K | ﹤0.01% | 313 |
|
|
2022
Q3 | $22K | Buy |
+152
| New | +$22K | ﹤0.01% | 282 |
|