CSIA

Carl Stuart Investment Advisor’s Broadridge BR Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-199	Closed	-$14.8M	–	33
2023 Q1	$14.8M	Buy	+199	New	+$14.8M	14.12%	3
2022 Q2	–	Sell	-199	Closed	-$310K	–	32
2022 Q1	$310K	Buy	+199	New	+$310K	0.02%	84