MWM
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MBE Wealth Management’s Broadridge BR Stock Holding History

MBE 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 		$380K Buy
1,565
+94
+6% +$22.8K 0.17% 77
2025
Q1 		$357K Buy
+1,471
New +$357K 0.17% 76