Holistic Financial Partners’s Broadridge BR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-47	Closed	-$5K	–	79
2018 Q1	$5K	Hold	47	–	–	﹤0.01%	367
2017 Q4	$4K	Buy	+47	New	+$4K	﹤0.01%	388