Compass Ion Advisors’s Broadridge BR Stock Holding History

Compass Ion 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 Q3	$431K	Sell
2025 Q2	$441K	Buy
2025 Q1	$431K	Buy
2024 Q4	$360K	Sell
2024 Q3	$381K	Buy
2024 Q2	$312K	Hold
2024 Q1	$312K	Sell
2023 Q4	$607K	Buy
2023 Q3	$507K	Buy