LRWM
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Lord & Richards Wealth Management’s Broadridge BR Stock Holding History

Lord & Richards Wealth Management’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.34M Buy
5,504
+506
+10% +$123K 1.4% 22
2025
Q1 		$1.21M Buy
4,998
+2,615
+110% +$634K 1.37% 23
2024
Q4 		$539K Buy
+2,383
New +$539K 1.14% 30