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Confluence Wealth Services’s Broadridge BR Stock Holding History

Confluence Wealth Services’s Portfolio BR Stock Details BR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2,013
Closed -$397K – 340
2024
Q2 		$397K Buy
+2,013
New +$397K 0.03% 252
2022
Q1 		– Sell
-50
Closed -$9K – 360
2021
Q4 		$9K Buy
+50
New +$9K ﹤0.01% 939