Blue Bell Private Wealth Management’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
-25
Closed -$4K 692
2022
Q3
$4K Hold
25
﹤0.01% 488
2022
Q2
$4K Sell
25
-18
-42% -$2.88K ﹤0.01% 532
2022
Q1
$7K Hold
43
﹤0.01% 477
2021
Q4
$8K Buy
+43
New +$8K ﹤0.01% 434