Foresight Wealth Management’s Broadridge BR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-1,452
Closed -$235K 120
2021
Q2
$235K Hold
1,452
0.05% 109
2021
Q1
$222K Hold
1,452
0.06% 98
2020
Q4
$222K Buy
+1,452
New +$222K 0.06% 100