Global Financial Private Client’s Broadridge BR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-77	Closed	-$18.7K	–	400
2025 Q1	$18.7K	Buy	77 +9	+13%	+$2.18K	0.01%	460
2024 Q4	$15.4K	Buy	68 +4	+6%	+$904	0.01%	474
2024 Q3	$13.8K	Buy	+64	New	+$13.8K	0.01%	489