PDS Planning’s Broadridge BR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$249K	Buy	1,025 +57	+6%	+$13.8K	0.02%	407
2025 Q1	$235K	Buy	968 +2	+0.2%	+$485	0.02%	389
2024 Q4	$218K	Buy	+966	New	+$218K	0.02%	379