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Physician Wealth Advisors’s Broadridge BR Stock Holding History

Physician Wealth Advisors’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$487 Sell
2
-153
-99% -$37.3K ﹤0.01% 1724
2025
Q1 		$37.6K Sell
155
-77
-33% -$18.7K 0.01% 374
2024
Q4 		$52.5K Buy
+232
New +$52.5K 0.01% 336