One Wealth Advisors’s Broadridge BR Stock Holding History

One Wealth Advisors’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
2023 Q1	–	Sell
2022 Q4	$58.7K	Buy
2019 Q3	–	Sell
2019 Q2	$484K	Buy
2019 Q1	$373K	Buy
2018 Q4	$249K	Sell
2018 Q3	$441K	Buy
2018 Q2	$24K	Buy
2018 Q1	$21K	Sell
2017 Q4	$19K	Buy