WR Wealth Planners’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $18.1K | Hold |
80
| – | – | 0.01% | 487 |
|
|
2024
Q3 | $17.2K | Buy |
80
+6
| +8% | +$1.29K | ﹤0.01% | 525 |
|
|
2024
Q2 | $14.6K | Buy |
74
+5
| +7% | +$985 | ﹤0.01% | 510 |
|
|
2024
Q1 | $14.1K | Buy |
+69
| New | +$14.1K | ﹤0.01% | 520 |
|
|
2023
Q4 | – | Sell |
-71
| Closed | -$12.7K | – | 257 |
|
|
2023
Q3 | $12.7K | Buy |
71
+8
| +13% | +$1.43K | ﹤0.01% | 502 |
|
|
2023
Q2 | $10.4K | Sell |
63
-8
| -11% | -$1.33K | ﹤0.01% | 558 |
|
|
2023
Q1 | $10.4K | Buy |
+71
| New | +$10.4K | ﹤0.01% | 544 |
|