Axim Planning & Wealth’s Broadridge BR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-118
Closed -$17K 43
2022
Q3
$17K Buy
118
+51
+76% +$7.35K 0.02% 85
2022
Q2
$10K Buy
+67
New +$10K 0.01% 91