Wealthspire Advisors (New York)’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258K | Buy |
1,060
+60
| +6% | +$14.6K | ﹤0.01% | 709 |
|
|
2025
Q1 | $242K | Buy |
1,000
+7
| +0.7% | +$1.7K | ﹤0.01% | 695 |
|
|
2024
Q4 | $225K | Buy |
+993
| New | +$225K | ﹤0.01% | 721 |
|
|
2024
Q1 | – | Sell |
-1,072
| Closed | -$221K | – | 644 |
|
|
2023
Q4 | $221K | Buy |
+1,072
| New | +$221K | ﹤0.01% | 592 |
|
|
2021
Q4 | – | Sell |
-3,607
| Closed | -$601K | – | 547 |
|
|
2021
Q3 | $601K | Buy |
+3,607
| New | +$601K | 0.01% | 321 |
|
|
2021
Q2 | – | Sell |
-1,892
| Closed | -$290K | – | 408 |
|
|
2021
Q1 | $290K | Buy |
1,892
+536
| +40% | +$82.2K | 0.01% | 562 |
|
|
2020
Q4 | $208K | Buy |
+1,356
| New | +$208K | 0.01% | 543 |
|
|
2019
Q1 | – | Sell |
-10
| Closed | -$1K | – | 148 |
|
|
2018
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 786 |
|