Measured Wealth Private Client Group’s Broadridge BR Stock Holding History

Measured Wealth Private Client Group’s Portfolio BR Stock Details BR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$77.2K	Buy
2019 Q3	–	Sell
2019 Q2	$316K	Sell
2019 Q1	$264K	Buy
2018 Q4	–	Sell
2018 Q3	$484K	Buy
2018 Q2	$340K	Buy