Carmel Capital Partners’s Broadridge BR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-95	Closed	-$17K	–	214
2023 Q3	$17K	Buy	95 +58	+157%	+$10.4K	0.01%	370
2023 Q2	$6.13K	Hold	37	–	–	﹤0.01%	312
2023 Q1	$5.42K	Buy	+37	New	+$5.42K	﹤0.01%	362