Kiley Juergens Wealth Management’s Broadridge BR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-195
Closed -$25K 116
2018
Q3
$25K Hold
195
0.02% 325
2018
Q2
$22K Buy
+195
New +$22K 0.02% 308
2018
Q1
Sell
-195
Closed -$17K 151
2017
Q4
$17K Buy
+195
New +$17K 0.02% 369