Meredith Wealth Planning’s Broadridge BR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,684	Closed	-$247K	–	45
2023 Q1	$247K	Hold	1,684	–	–	0.2%	50
2022 Q4	$226K	Buy	+1,684	New	+$226K	0.19%	53