Westover Capital Advisors’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 | $213K | Sell |
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|
2025
Q1 | $217K | Sell |
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|
2024
Q4 | $211K | Sell |
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|
2024
Q3 | $205K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $393K | Sell |
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|
2019
Q2 | $414K | Sell |
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|
2019
Q1 | $418K | Sell |
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|
2018
Q4 | $402K | Sell |
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|
2018
Q3 | $1.36M | Sell |
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|
2018
Q2 | $1.21M | Buy |
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|
2018
Q1 | $471K | Buy |
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|
2017
Q4 | $320K | Buy |
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