Personal CFO Solutions’s Broadridge BR Stock Holding History

Personal CFO Solutions’s Portfolio BR Stock Details BR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$217K	Sell
2025 Q1	$220K	Sell
2024 Q4	$213K	Sell
2024 Q3	$237K	Sell
2024 Q2	$228K	Sell
2024 Q1	$246K	Sell
2023 Q4	$251K	Sell
2023 Q3	$222K	Buy