Barlow Wealth Partners’s Broadridge BR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-35,108	Closed	-$6.98M	–	151
2024 Q1	$6.98M	Buy	35,108 +1,275	+4%	+$254K	0.95%	41
2023 Q4	$6.96M	Buy	+33,833	New	+$6.96M	0.99%	40