PWA
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Principia Wealth Advisory’s Broadridge BR Stock Holding History

Principia Wealth Advisory’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 		$729 Buy
3
+1
+50% +$243 ﹤0.01% 649
2025
Q1 		$465 Hold
2
– – ﹤0.01% 588
2024
Q4 		$452 Buy
+2
New +$452 ﹤0.01% 574