Accurate Wealth Management’s Broadridge BR Stock Holding History

Accurate 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 Q3	$261K	Buy
2025 Q2	$252K	Buy
2025 Q1	$237K	Buy
2023 Q1	–	Sell
2022 Q4	$18.5K	Buy
2022 Q3	–	Sell
2022 Q2	$1.54M	Buy
2022 Q1	$1.42M	Buy
2021 Q4	$361K	Buy
2021 Q3	$345K	Buy
2021 Q2	$270K	Buy