MSWA
BR icon

Marshall & Sterling Wealth Advisors’s Broadridge BR Stock Holding History

Marshall & Sterling Wealth Advisors’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 		$75.6K Hold
311
– – 0.05% 123
2025
Q1 		$75.4K Buy
311
+48
+18% +$11.6K 0.05% 120
2024
Q4 		$59.5K Buy
+263
New +$59.5K 0.04% 117