Petros Family Wealth’s Broadridge BR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$296K	Sell	1,219 -5	-0.4%	-$1.22K	0.27%	99
2025 Q1	$297K	Sell	1,224 -48	-4%	-$11.6K	0.33%	86
2024 Q4	$288K	Buy	+1,272	New	+$288K	0.31%	92