Opal Wealth Advisors’s Broadridge BR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$77.5K	Sell	319 -209	-40%	-$50.8K	0.02%	303
2025 Q1	$128K	Buy	+528	New	+$128K	0.04%	235
2024 Q3	–	Sell	-491	Closed	-$96.7K	–	320
2024 Q2	$96.7K	Buy	+491	New	+$96.7K	0.03%	274