Parcion Private Wealth’s Broadridge BR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-2,874	Closed	-$273K	–	184
2020 Q1	$273K	Sell	2,874 -290	-9%	-$27.5K	0.08%	146
2019 Q4	$391K	Buy	+3,164	New	+$391K	0.09%	138