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Westover Capital Advisors’s Broadridge BR Stock Holding History

Westover Capital Advisors’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-875
Closed -$208K – 233
2025
Q3 		$208K Hold
875
– – 0.04% 215
2025
Q2 		$213K Sell
875
-20
-2% -$4.75K 0.04% 217
2025
Q1 		$217K Sell
895
-40
-4% -$9.41K 0.05% 222
2024
Q4 		$211K Sell
935
-20
-2% -$4.48K 0.05% 228
2024
Q3 		$205K Buy
+955
New +$200K 0.04% 240
2019
Q4 		– Sell
-3,161
Closed -$393K – 145
2019
Q3 		$393K Sell
3,161
-81
-2% -$10.4K 0.19% 94
2019
Q2 		$414K Sell
3,242
-787
-20% -$94.8K 0.2% 88
2019
Q1 		$418K Sell
4,029
-148
-4% -$14.8K 0.22% 79
2018
Q4 		$402K Sell
4,177
-6,156
-60% -$667K 0.25% 75
2018
Q3 		$1.36M Sell
10,333
-177
-2% -$22.5K 0.69% 48
2018
Q2 		$1.21M Buy
10,510
+6,213
+145% +$701K 0.65% 51
2018
Q1 		$471K Buy
4,297
+768
+22% +$76.3K 0.26% 77
2017
Q4 		$320K Buy
+3,529
New +$308K 0.18% 98

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