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Linscomb Wealth’s Broadridge BR Stock Holding History

Linscomb Wealth’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-5,683
Closed -$539K – 306
2020
Q1 		$539K Sell
5,683
-2,210
-28% -$210K 0.05% 235
2019
Q4 		$975K Buy
+7,893
New +$975K 0.06% 228