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ProVise Management Group’s Broadridge BR Stock Holding History

ProVise Management Group’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-4,943
Closed -$335K – 324
2016
Q3 		$335K Buy
+4,943
New +$335K 0.06% 247