Aries Wealth Management’s Broadridge BR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-1,171	Closed	-$214K	–	89
2021 Q4	$214K	Sell	1,171 -105	-8%	-$19.2K	0.08%	176
2021 Q3	$213K	Hold	1,276	–	–	0.09%	167
2021 Q2	$206K	Buy	+1,276	New	+$206K	0.09%	173