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Bestgate Wealth Advisors’s Broadridge BR Stock Holding History

Bestgate Wealth Advisors’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$273K Hold
1,127
– – 0.57% 41
2025
Q1 		$273K Hold
1,127
– – 0.57% 41
2024
Q4 		$255K Buy
+1,127
New +$255K 0.51% 46