RWA Wealth Partners’s Broadridge BR Stock Holding History

RWA Wealth Partners’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	$2.03M	Hold
2025 Q1	$2.03M	Sell
2024 Q4	$2.51M	Buy
2024 Q3	$1.48M	Sell
2024 Q2	$1.35M	Buy
2024 Q1	$1.41M	Buy
2023 Q4	$1.41M	Buy
2018 Q3	–	Sell
2018 Q2	$61K	Hold
2018 Q1	$58K	Buy