Impact Partnership Wealth’s Broadridge BR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-31
Closed -$6.35K 272
2024
Q1
$6.35K Hold
31
﹤0.01% 483
2023
Q4
$6.38K Hold
31
﹤0.01% 555
2023
Q3
$5.55K Buy
+31
New +$5.55K ﹤0.01% 677