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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$33.6K	Buy
2025 Q2	$33.3K	Sell
2025 Q1	$42.2K	Hold
2024 Q4	$39.3K	Hold
2024 Q3	$37.4K	Buy