Fortis Capital Advisors’s Broadridge BR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-69	Closed	-$10.1K	–	168
2023 Q1	$10.1K	Buy	69 +15	+28%	+$2.2K	0.01%	459
2022 Q4	$7.24K	Buy	+54	New	+$7.24K	﹤0.01%	492