Peak Financial Advisors’s Broadridge BR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-14,018	Closed	-$2.76M	–	77
2024 Q2	$2.76M	Buy	14,018 +232	+2%	+$45.7K	1.58%	25
2024 Q1	$2.82M	Buy	+13,786	New	+$2.82M	1.72%	27