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Maridea Wealth Management’s Broadridge BR Stock Holding History

Maridea 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
Q1 		– Sell
-1,179
Closed -$267K – 237
2024
Q4 		$267K Buy
+1,179
New +$267K 0.09% 193