Westover Capital 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 | $213K | Sell |
875
-20
| -2% | -$4.86K | 0.04% | 217 |
|
|
2025
Q1 | $217K | Sell |
895
-40
| -4% | -$9.7K | 0.05% | 222 |
|
|
2024
Q4 | $211K | Sell |
935
-20
| -2% | -$4.52K | 0.05% | 228 |
|
|
2024
Q3 | $205K | Buy |
+955
| New | +$205K | 0.04% | 240 |
|
|
2019
Q4 | – | Sell |
-3,161
| Closed | -$393K | – | 145 |
|
|
2019
Q3 | $393K | Sell |
3,161
-81
| -2% | -$10.1K | 0.19% | 94 |
|
|
2019
Q2 | $414K | Sell |
3,242
-787
| -20% | -$100K | 0.2% | 88 |
|
|
2019
Q1 | $418K | Sell |
4,029
-148
| -4% | -$15.4K | 0.22% | 79 |
|
|
2018
Q4 | $402K | Sell |
4,177
-6,156
| -60% | -$592K | 0.25% | 75 |
|
|
2018
Q3 | $1.36M | Sell |
10,333
-177
| -2% | -$23.3K | 0.69% | 48 |
|
|
2018
Q2 | $1.21M | Buy |
10,510
+6,213
| +145% | +$715K | 0.65% | 51 |
|
|
2018
Q1 | $471K | Buy |
4,297
+768
| +22% | +$84.2K | 0.26% | 77 |
|
|
2017
Q4 | $320K | Buy |
+3,529
| New | +$320K | 0.18% | 98 |
|