Wolff Wiese Magana’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $24.3K | Hold |
100
| – | – | 0.02% | 275 |
|
2025
Q1 | $24.2K | Hold |
100
| – | – | 0.02% | 265 |
|
2024
Q4 | $22.6K | Hold |
100
| – | – | 0.02% | 281 |
|
2024
Q3 | $21.5K | Hold |
100
| – | – | 0.01% | 290 |
|
2024
Q2 | $19.7K | Buy |
+100
| New | +$19.7K | 0.02% | 238 |
|
2021
Q3 | – | Sell |
-8
| Closed | -$1K | – | 813 |
|
2021
Q2 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 771 |
|