MorganRosel Wealth Management’s Broadridge BR Stock Holding History

MorganRosel 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 Q3	$704K	Sell
2025 Q2	$1.21M	Buy
2025 Q1	$970K	Buy
2024 Q4	$768K	Buy
2024 Q3	$592K	Sell
2024 Q2	$612K	Sell
2024 Q1	$848K	Buy