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Moody Lynn & Lieberson’s Broadridge BR Stock Holding History

Moody Lynn & Lieberson’s Portfolio BR Stock Details BR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$681K Sell
2,801
-9
-0.3% -$2.19K 0.04% 154
2025
Q1 		$681K Hold
2,810
– – 0.04% 146
2024
Q4 		$635K Buy
2,810
+23
+0.8% +$5.2K 0.04% 151
2024
Q3 		$599K Buy
+2,787
New +$599K 0.04% 162