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Advyzon Investment Management’s Broadridge BR Stock Holding History

Advyzon Investment 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 		$226K Buy
930
+15
+2% +$3.65K 0.05% 339
2025
Q1 		$222K Sell
915
-31
-3% -$7.51K 0.08% 232
2024
Q4 		$214K Buy
+946
New +$214K 0.08% 217