MGB Wealth Management’s Broadridge BR Stock Holding History

MGB Wealth Management’s Portfolio BR Stock Details BR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$909K	Sell
2025 Q1	$936K	Buy
2024 Q4	$852K	Buy
2024 Q3	$784K	Hold
2024 Q2	$750K	Buy
2024 Q1	$708K	Buy
2023 Q4	$645K	Buy