9258 Wealth Management’s Broadridge BR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-2,164	Closed	-$208K	–	179
2018 Q4	$208K	Buy	+2,164	New	+$208K	0.2%	147