Cascadia Advisory Services’s Broadridge BR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
$222K Buy
1,331
+5
+0.4% +$834 0.05% 236
2021
Q2
$214K Buy
+1,326
New +$214K 0.05% 231
2019
Q4
$205K Buy
+1,658
New +$205K 0.06% 231