Alera Investment Advisors’s Broadridge BR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	$282K	Buy	1,312 +13	+1%	+$2.8K	0.03%	214
2024 Q2	$256K	Buy	+1,299	New	+$256K	0.03%	221
2019 Q2	–	Sell	-32	Closed	-$3K	–	205
2019 Q1	$3K	Buy	+32	New	+$3K	﹤0.01%	715