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Clark Asset Management’s Broadridge BR Stock Holding History

Clark Asset Management’s Portfolio BR Stock Details BR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,828
Closed -$443K – 198
2025
Q1 		$443K Buy
1,828
+124
+7% +$30.1K 0.07% 90
2024
Q4 		$385K Buy
+1,704
New +$385K 0.07% 84