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Mowery & Schoenfeld Wealth Management’s Broadridge BR Stock Holding History

Mowery & Schoenfeld 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
2025
Q2 		$244 Hold
1
– – ﹤0.01% 382
2025
Q1 		$243 Hold
1
– – ﹤0.01% 444
2024
Q4 		$227 Buy
+1
New +$227 ﹤0.01% 480