Asset Planning Inc’s Broadridge BR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$24.1K	Hold	99	–	–	0.02%	195
2025 Q1	$24K	Hold	99	–	–	0.02%	201
2024 Q4	$22.4K	Buy	+99	New	+$22.4K	0.02%	203