Caldwell Investment Management’s Broadridge BR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-6,700	Closed	-$1.04M	–	28
2022 Q1	$1.04M	Sell	6,700 -10,000	-60%	-$1.56M	0.83%	23
2021 Q4	$3.07M	Buy	+16,700	New	+$3.07M	2.4%	9