Vivaldi Capital Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $417K | Sell |
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|
2025
Q1 | $418K | Sell |
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|
2024
Q4 | $430K | Buy |
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|
2024
Q3 | $368K | Hold |
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|
2024
Q2 | $337K | Buy |
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|
2024
Q1 | $332K | Sell |
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|
2023
Q4 | $334K | Buy |
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|
2023
Q3 | $300K | Buy |
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|
2023
Q2 | $275K | Buy |
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|
2023
Q1 | $243K | Sell |
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|
2022
Q4 | $235K | Sell |
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|
2022
Q3 | $244K | Sell |
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|
2022
Q2 | $251K | Buy |
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|
2022
Q1 | $231K | Buy |
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|
2021
Q4 | $299K | Buy |
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|
2021
Q3 | $273K | Hold |
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|
2021
Q2 | $285K | Sell |
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|
2021
Q1 | $268K | Hold |
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|
2020
Q4 | $252K | Hold |
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|
2020
Q3 | $241K | Sell |
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|
2020
Q2 | $298K | Buy |
|