Claro Advisors’s Broadridge BR Stock Holding History

Claro Advisors’s Portfolio BR Stock Details BR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$266K	Sell
2024 Q4	$256K	Buy
2024 Q3	$239K	Buy
2024 Q2	$215K	Sell
2024 Q1	$224K	Buy
2023 Q4	$223K	Sell
2023 Q3	$208K	Sell
2023 Q2	$202K	Buy
2019 Q1	–	Sell
2018 Q4	$107K	Buy