M&R Capital Management’s Broadridge BR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	$7.96K	Hold	37	–	–	﹤0.01%	416
2024 Q2	$7.29K	Hold	37	–	–	﹤0.01%	406
2024 Q1	$7.58K	Hold	37	–	–	﹤0.01%	395
2023 Q4	$7.61K	Hold	37	–	–	﹤0.01%	435
2023 Q3	$6.63K	Hold	37	–	–	﹤0.01%	437
2023 Q2	$6.13K	Hold	37	–	–	﹤0.01%	447
2023 Q1	$5.42K	Buy	37 +12	+48%	+$1.76K	﹤0.01%	436
2022 Q4	$3.35K	Sell	25 -12	-32%	-$1.61K	﹤0.01%	447
2022 Q3	$5K	Hold	37	–	–	﹤0.01%	375
2022 Q2	$5K	Hold	37	–	–	﹤0.01%	373
2022 Q1	$5K	Hold	37	–	–	﹤0.01%	374
2021 Q4	$6K	Hold	37	–	–	﹤0.01%	357
2021 Q3	$6K	Hold	37	–	–	﹤0.01%	358
2021 Q2	$5K	Hold	37	–	–	﹤0.01%	371
2021 Q1	$5K	Hold	37	–	–	﹤0.01%	365
2020 Q4	$5K	Hold	37	–	–	﹤0.01%	385
2020 Q3	$4K	Hold	37	–	–	﹤0.01%	406
2020 Q2	$4K	Hold	37	–	–	﹤0.01%	411
2020 Q1	$3K	Hold	37	–	–	﹤0.01%	417
2019 Q4	$4K	Hold	37	–	–	﹤0.01%	429
2019 Q3	$4K	Hold	37	–	–	﹤0.01%	441
2019 Q2	$4K	Hold	37	–	–	﹤0.01%	450
2019 Q1	$4K	Hold	37	–	–	﹤0.01%	452
2018 Q4	$3K	Hold	37	–	–	﹤0.01%	466
2018 Q3	$4K	Hold	37	–	–	﹤0.01%	479
2018 Q2	$4K	Hold	37	–	–	﹤0.01%	471
2018 Q1	$4K	Hold	37	–	–	﹤0.01%	478
2017 Q4	$3K	Hold	37	–	–	﹤0.01%	502
2017 Q3	$2K	Hold	37	–	–	﹤0.01%	523
2017 Q2	$2K	Hold	37	–	–	﹤0.01%	518
2017 Q1	$2K	Hold	37	–	–	﹤0.01%	523
2016 Q4	$2K	Hold	37	–	–	﹤0.01%	519
2016 Q3	$2K	Hold	37	–	–	﹤0.01%	506
2016 Q2	$2K	Buy	+37	New	+$2K	﹤0.01%	488