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Geller Advisors’s Broadridge BR Stock Holding History

Geller Advisors’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,396
Closed -$202K – 150
2022
Q3 		$202K Buy
+1,396
New +$202K 0.04% 128