1858 Wealth Management’s Broadridge BR Stock Holding History

1858 Wealth Management’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 Q2	$393K	Sell
2025 Q1	$398K	Sell
2024 Q4	$406K	Sell
2024 Q3	$388K	Sell
2024 Q2	$364K	Buy
2024 Q1	$378K	Hold
2023 Q4	$378K	Buy