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Modera Wealth Management’s Broadridge BR Stock Holding History

Modera 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
2022
Q1 		– Sell
-2,003
Closed -$366K – 385
2021
Q4 		$366K Buy
+2,003
New +$366K 0.01% 350