Waverly Advisors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $411K | Buy |
1,693
+20
| +1% | +$4.86K | ﹤0.01% | 862 |
|
|
2025
Q1 | $406K | Buy |
+1,673
| New | +$406K | ﹤0.01% | 831 |
|
|
2018
Q1 | – | Sell |
-500
| Closed | -$45K | – | 203 |
|
|
2017
Q4 | $45K | Buy |
+500
| New | +$45K | 0.01% | 258 |
|
|
2014
Q4 | – | Sell |
-178
| Closed | -$7K | – | 456 |
|
|
2014
Q3 | $7K | Hold |
178
| – | – | ﹤0.01% | 556 |
|
|
2014
Q2 | $7K | Buy |
178
+6
| +3% | +$236 | ﹤0.01% | 512 |
|
|
2014
Q1 | $6K | Sell |
172
-25
| -13% | -$872 | ﹤0.01% | 507 |
|
|
2013
Q4 | $8K | Buy |
+197
| New | +$8K | ﹤0.01% | 584 |
|