AWM
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Activest Wealth Management’s Broadridge BR Stock Holding History

Activest Wealth Management’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$972 Sell
4
-7
-64% -$1.7K ﹤0.01% 776
2025
Q1 		$2.67K Buy
+11
New +$2.67K ﹤0.01% 612
2024
Q4 		– Hold
0
– – – 935