Portside Wealth Group’s Broadridge BR Stock Holding History

Portside Wealth Group’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	$514K	Sell
2025 Q1	$527K	Buy
2024 Q4	$447K	Buy
2024 Q3	$398K	Buy
2024 Q2	$316K	Sell
2024 Q1	$336K	Buy
2023 Q4	$311K	Buy
2023 Q3	$263K	Sell
2023 Q2	$280K	Buy