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My Personal CFO LLC’s Broadridge BR Stock Holding History

My Personal CFO LLC’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-3
Closed -$402 – 165
2022
Q4 		$402 Buy
+3
New +$402 ﹤0.01% 779