One Plus One Wealth Management’s Broadridge BR Stock Holding History

One Plus One Wealth Management’s Portfolio BR Stock Details BR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$516K	Sell
2025 Q3	$580K	Sell
2025 Q2	$633K	Hold
2025 Q1	$632K	Buy
2024 Q4	$367K	Buy
2024 Q3	$264K	Buy