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Equitable Trust’s Broadridge BR Stock Holding History

Equitable Trust’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$289K Hold
1,189
– – 0.01% 385
2025
Q1 		$288K Hold
1,189
– – 0.02% 409
2024
Q4 		$269K Hold
1,189
– – 0.02% 429
2024
Q3 		$256K Hold
1,189
– – 0.02% 409
2024
Q2 		$234K Buy
+1,189
New +$234K 0.02% 412