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Evergreen Private Wealth’s Broadridge BR Stock Holding History

Evergreen Private Wealth’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 		$33.3K Sell
137
-37
-21% -$8.99K 0.01% 127
2025
Q1 		$42.2K Hold
174
– – 0.02% 117
2024
Q4 		$39.3K Hold
174
– – 0.02% 124
2024
Q3 		$37.4K Buy
+174
New +$37.4K 0.02% 125