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Atlas Legacy Advisors’s Broadridge BR Stock Holding History

Atlas Legacy Advisors’s Portfolio BR Stock Details BR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$745K Buy
3,065
+620
+25% +$151K 0.16% 93
2025
Q1 		$593K Sell
2,445
-685
-22% -$166K 0.15% 92
2024
Q4 		$708K Buy
+3,130
New +$708K 0.17% 80