CFM Wealth Partners’s Broadridge BR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-150
Closed -$18K 196
2020
Q2
$18K Hold
150
0.01% 364
2020
Q1
$14K Hold
150
0.01% 403
2019
Q4
$19K Buy
+150
New +$19K 0.01% 360