World Investment 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 | $627K | Buy |
2,581
+631
| +32% | +$153K | 0.01% | 650 |
|
|
2025
Q1 | $473K | Buy |
+1,950
| New | +$473K | 0.01% | 706 |
|
|
2024
Q4 | – | Sell |
-4,229
| Closed | -$909K | – | 1003 |
|
|
2024
Q3 | $909K | Buy |
4,229
+416
| +11% | +$89.5K | 0.03% | 452 |
|
|
2024
Q2 | $751K | Buy |
+3,813
| New | +$751K | 0.05% | 332 |
|