Financial Advocates Investment Management’s Broadridge BR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-1,314	Closed	-$201K	–	731
2021 Q1	$201K	Sell	1,314 -382	-23%	-$58.4K	0.01%	697
2020 Q4	$260K	Sell	1,696 -13	-0.8%	-$1.99K	0.02%	603
2020 Q3	$226K	Buy	+1,709	New	+$226K	0.02%	537