BWM
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BKM Wealth Management’s Broadridge BR Stock Holding History

BKM Wealth Management’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-182
Closed -$37.4K – 237
2023
Q4 		$37.4K Buy
+182
New +$37.4K 0.02% 289