Bay Harbor Wealth Management’s Broadridge BR Stock Holding History

Bay Harbor Wealth Management’s Portfolio BR Stock Details BR Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.91K	Buy
2025 Q2	$1.46K	Buy
2025 Q1	$730	Buy
2019 Q3	–	Sell
2019 Q2	$46K	Buy
2019 Q1	$35K	Hold
2018 Q4	$33K	Buy